+54.8%
LUNR vs AEIS
+220.2%
-165.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.1% | -3.6% | -4.2% |
| 7D | +0.5% | +6.5% | -5.9% | -2.1% |
| 30D | -5.3% | -9.2% | +3.9% | -1.3% |
| 3M | -45.6% | -8.3% | -37.3% | -44.3% |
| 6M | -17.4% | -6.3% | -11.0% | -17.5% |
| YTD | -7.9% | +36.5% | -44.5% | -23.0% |
| 1Y | +77.6% | +84.8% | -7.1% | +32.3% |
| 3Y | +247.4% | +176.6% | +70.9% | +124.7% |
| All | +54.8% | +220.2% | -165.4% | +3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 all: compounded portfolio wealth divided by compounded AEIS 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…
all analysis · Full analysis span regression · 6 months rolling