+636.9%
AXTI vs LUNR
+48.7%
+588.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +2.0% | +0.2% |
| 7D | +5.1% | -3.1% | +8.2% | +5.3% |
| 30D | -17.5% | -15.3% | -2.1% | -16.4% |
| 3M | -26.7% | -53.2% | +26.5% | -23.4% |
| 6M | +36.8% | -22.2% | +59.0% | +39.5% |
| YTD | +296.1% | -11.6% | +307.7% | +299.7% |
| 1Y | +1,810.6% | +68.4% | +1,742.2% | +1,778.9% |
| 3Y | +2,587.6% | +216.8% | +2,370.8% | +2,506.9% |
| All | +636.9% | +48.7% | +588.2% | +632.4% |
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