+16.6%
KRE vs LUNR
+75.3%
-58.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.5% |
| 7D | +1.3% | -3.6% | +4.9% | +1.4% |
| 30D | -2.7% | +5.9% | -8.5% | -2.9% |
| 3M | +8.2% | -56.0% | +64.2% | +11.0% |
| 6M | +12.8% | -20.5% | +33.3% | +11.5% |
| YTD | +17.5% | -8.7% | +26.2% | +13.5% |
| 1Y | +16.6% | +75.9% | -59.3% | +9.9% |
| All | +16.6% | +75.3% | -58.7% | +9.9% |
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