+13.6%
KRE vs LUNR
+48.7%
-35.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +2.0% | +0.1% |
| 7D | -1.8% | -3.1% | +1.3% | -1.8% |
| 30D | -4.5% | -15.3% | +10.8% | -4.3% |
| 3M | +2.7% | -53.2% | +55.9% | +3.7% |
| 6M | +16.9% | -22.2% | +39.1% | +16.8% |
| YTD | +15.4% | -11.6% | +26.9% | +14.8% |
| 1Y | +16.1% | +68.4% | -52.3% | +14.4% |
| 3Y | +85.7% | +216.8% | -131.1% | +82.4% |
| All | +13.6% | +48.7% | -35.1% | +11.5% |
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