+216.8%
LUNR vs AFL
+63.5%
+153.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.6% | -2.0% |
| 7D | -3.1% | -1.6% | -1.5% | -2.8% |
| 30D | -15.3% | -4.0% | -11.3% | -14.6% |
| 3M | -53.2% | -0.5% | -52.7% | -53.5% |
| 6M | -22.2% | +6.5% | -28.7% | -25.3% |
| YTD | -11.6% | +6.2% | -17.8% | -16.0% |
| 1Y | +68.4% | +8.3% | +60.1% | +58.2% |
| 3Y | +216.8% | +62.5% | +154.2% | +128.2% |
| All | +216.8% | +63.5% | +153.2% | +128.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 3y: compounded portfolio wealth divided by compounded AFL 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…
3y analysis · Full analysis span regression · 6 months rolling