+65.9%
BLK vs LUNR
+228.4%
-162.5%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.8% | +3.5% | +1.7% |
| 7D | -3.3% | -3.1% | -0.2% | -3.2% |
| 30D | -6.5% | -15.3% | +8.8% | -5.8% |
| 3M | +6.7% | -53.2% | +59.9% | +10.6% |
| 6M | +14.7% | -22.2% | +37.0% | +14.5% |
| YTD | +2.5% | -11.6% | +14.1% | +0.8% |
| 1Y | -2.8% | +68.4% | -71.2% | -8.4% |
| 3Y | +65.9% | +216.8% | -150.9% | +48.6% |
| All | +65.9% | +228.4% | -162.5% | +48.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling