+48.7%
LUNR vs AGI
+339.7%
-291.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -2.0% |
| 7D | -3.1% | -2.7% | -0.4% | -2.5% |
| 30D | -15.3% | +7.2% | -22.6% | -16.9% |
| 3M | -53.2% | +4.3% | -57.4% | -53.9% |
| 6M | -22.2% | -27.1% | +4.9% | -18.0% |
| YTD | -11.6% | -6.6% | -5.0% | -9.6% |
| 1Y | +68.4% | +9.5% | +58.9% | +70.0% |
| 3Y | +216.8% | +208.4% | +8.3% | +198.7% |
| All | +48.7% | +339.7% | -291.0% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 5y: compounded portfolio wealth divided by compounded AGI 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…
5y analysis · Full analysis span regression · 6 months rolling