-8.9%
BA vs LUNR
+54.8%
-63.7%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.7% | +2.7% | -2.0% |
| 7D | -1.2% | +0.5% | -1.7% | -1.2% |
| 30D | -11.3% | -5.3% | -6.0% | -11.3% |
| 3M | -3.8% | -45.6% | +41.8% | -3.0% |
| 6M | -8.3% | -17.4% | +9.1% | -8.2% |
| YTD | -4.9% | -7.9% | +3.0% | -5.1% |
| 1Y | -10.1% | +77.6% | -87.7% | -10.8% |
| 3Y | -2.3% | +247.4% | -249.7% | -2.7% |
| All | -8.9% | +54.8% | -63.7% | -8.6% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling