+350.5%
KLAC vs LUNR
+48.7%
+301.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.8% | +3.8% | +2.0% |
| 7D | -2.7% | -3.1% | +0.4% | -2.6% |
| 30D | -13.2% | -15.3% | +2.2% | -12.9% |
| 3M | -25.0% | -53.2% | +28.2% | -24.2% |
| 6M | +23.6% | -22.2% | +45.8% | +23.9% |
| YTD | +49.2% | -11.6% | +60.8% | +49.3% |
| 1Y | +89.3% | +68.4% | +20.9% | +88.4% |
| 3Y | +274.4% | +216.8% | +57.6% | +277.7% |
| All | +350.5% | +48.7% | +301.8% | +361.2% |
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