-1.1%
KVUE vs LUNR
+73.3%
-74.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.8% | -0.1% |
| 7D | -5.1% | -3.1% | -2.0% | -5.1% |
| 30D | -6.3% | -15.3% | +9.0% | -6.4% |
| 3M | -0.5% | -53.2% | +52.7% | -0.3% |
| 6M | +3.1% | -22.2% | +25.3% | +2.4% |
| YTD | +6.7% | -11.6% | +18.3% | +5.3% |
| 1Y | -1.1% | +68.4% | -69.6% | +8.8% |
| All | -1.1% | +73.3% | -74.4% | +8.8% |
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