+62.5%
LUNR vs ALK
-24.1%
+86.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.1% | +9.0% | +7.0% |
| 7D | +6.5% | +0.1% | +6.4% | +6.4% |
| 30D | -4.4% | -18.5% | +14.1% | +2.4% |
| 3M | -47.3% | -3.6% | -43.7% | -47.2% |
| 6M | -11.1% | -3.7% | -7.4% | -11.4% |
| YTD | -3.4% | -19.0% | +15.6% | +2.0% |
| 1Y | +85.8% | -36.0% | +121.8% | +108.0% |
| 3Y | +264.7% | +2.3% | +262.3% | +291.7% |
| All | +62.5% | -24.1% | +86.6% | +64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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