+53.5%
LUNR vs ALK
-21.7%
+75.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.2% |
| 7D | -3.6% | -0.7% | -3.0% | -3.4% |
| 30D | +5.9% | -19.2% | +25.1% | +13.8% |
| 3M | -56.0% | -1.5% | -54.4% | -56.2% |
| 6M | -20.5% | -13.1% | -7.4% | -18.1% |
| YTD | -8.7% | -16.4% | +7.7% | -4.7% |
| 1Y | +75.9% | -33.1% | +109.0% | +94.2% |
| 3Y | +202.9% | +0.6% | +202.2% | +217.9% |
| All | +53.5% | -21.7% | +75.2% | +53.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling