-4.5%
LUNR vs AFRM
+8.5%
-13.1%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +5.0% | -10.3% | -7.3% |
| 7D | -14.3% | +3.1% | -17.4% | -15.5% |
| 30D | -30.5% | +1.1% | -31.6% | -30.9% |
| 3M | -28.9% | -3.2% | -25.6% | -28.7% |
| 6M | -60.8% | +12.7% | -73.5% | -63.5% |
| YTD | -38.8% | +1.6% | -40.4% | -45.0% |
| 1Y | -4.5% | +5.9% | -10.4% | -14.9% |
| All | -4.5% | +8.5% | -13.1% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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