+68.4%
LUNR vs AJG
-17.2%
+85.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -2.3% |
| 7D | -3.1% | -8.3% | +5.2% | -6.2% |
| 30D | -15.3% | -5.7% | -9.7% | -16.9% |
| 3M | -53.2% | +9.1% | -62.2% | -52.8% |
| 6M | -22.2% | +15.2% | -37.4% | -20.1% |
| YTD | -11.6% | -6.3% | -5.3% | -3.6% |
| 1Y | +68.4% | -19.1% | +87.5% | +126.1% |
| All | +68.4% | -17.2% | +85.6% | +126.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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