+51.5%
LUNR vs ACI
-48.5%
+100.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.9% | -2.1% |
| 7D | -0.5% | -7.1% | +6.5% | -0.2% |
| 30D | -11.3% | -4.5% | -6.8% | -11.1% |
| 3M | -44.9% | -22.3% | -22.6% | -44.1% |
| 6M | -17.3% | -28.4% | +11.1% | -15.6% |
| YTD | -9.9% | -29.5% | +19.6% | -7.7% |
| 1Y | +76.1% | -34.2% | +110.4% | +80.3% |
| 3Y | +240.0% | -45.7% | +285.7% | +247.4% |
| All | +51.5% | -48.5% | +100.0% | +55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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