+46.4%
IBKR vs LUNR
+52.1%
-5.7%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.3% | +2.6% | -0.3% |
| 7D | -2.0% | -6.3% | +4.3% | -1.3% |
| 30D | -1.3% | -27.0% | +25.7% | +2.4% |
| 3M | 0.0% | -47.9% | +47.9% | +7.0% |
| 6M | +37.4% | -21.1% | +58.5% | +33.1% |
| YTD | +41.5% | -14.5% | +56.0% | +32.1% |
| All | +46.4% | +52.1% | -5.7% | +11.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling