+53.5%
LUNR vs AG
+55.9%
-2.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +1.2% |
| 7D | -3.6% | +1.0% | -4.7% | -3.9% |
| 30D | +5.9% | +19.2% | -13.3% | +1.9% |
| 3M | -56.0% | +6.2% | -62.1% | -56.7% |
| 6M | -20.5% | -26.7% | +6.2% | -17.1% |
| YTD | -8.7% | +26.1% | -34.9% | -11.7% |
| 1Y | +75.9% | +131.7% | -55.8% | +58.5% |
| 3Y | +202.9% | +255.3% | -52.5% | +149.4% |
| All | +53.5% | +55.9% | -2.5% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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