+518.3%
ASX vs LUNR
+53.5%
+464.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.2% |
| 7D | -0.7% | -3.6% | +2.9% | -0.6% |
| 30D | +2.0% | +5.9% | -3.9% | +1.8% |
| 3M | -1.3% | -56.0% | +54.6% | 0.0% |
| 6M | +71.4% | -20.5% | +91.9% | +72.0% |
| YTD | +135.3% | -8.7% | +144.1% | +135.3% |
| 1Y | +267.5% | +75.9% | +191.6% | +264.2% |
| 3Y | +388.5% | +202.9% | +185.6% | +388.0% |
| All | +518.3% | +53.5% | +464.9% | +524.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling