+579.2%
ASX vs LUNR
+54.8%
+524.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.7% | +8.3% | +3.6% |
| 7D | +11.1% | +0.5% | +10.6% | +11.1% |
| 30D | +9.6% | -5.3% | +14.9% | +9.7% |
| 3M | +18.6% | -45.6% | +64.2% | +19.8% |
| 6M | +92.1% | -17.4% | +109.5% | +92.6% |
| YTD | +158.5% | -7.9% | +166.4% | +158.4% |
| 1Y | +271.9% | +77.6% | +194.2% | +268.5% |
| 3Y | +465.2% | +247.4% | +217.8% | +465.1% |
| All | +579.2% | +54.8% | +524.4% | +585.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LUNR.
Daily Out/Under-Performance
Portfolio return minus LUNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUNR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LUNR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling