+62.5%
LUNR vs AFRM
-52.5%
+115.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.4% | +6.2% | +5.9% |
| 7D | +6.5% | +3.1% | +3.5% | +6.1% |
| 30D | -4.4% | -4.2% | -0.2% | -4.0% |
| 3M | -47.3% | +10.1% | -57.4% | -48.1% |
| 6M | -11.1% | +39.4% | -50.5% | -14.9% |
| YTD | -3.4% | -3.2% | -0.2% | -3.9% |
| 1Y | +85.8% | -16.1% | +101.9% | +87.3% |
| 3Y | +264.7% | +220.8% | +43.9% | +248.7% |
| All | +62.5% | -52.5% | +115.0% | +57.4% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling