+264.7%
LUNR vs AMC
-67.8%
+332.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.4% | +9.3% | +6.3% |
| 7D | +6.5% | -0.8% | +7.3% | +6.6% |
| 30D | -4.4% | -1.2% | -3.2% | -4.5% |
| 3M | -47.3% | +42.2% | -89.5% | -51.2% |
| 6M | -11.1% | +118.8% | -129.9% | -24.8% |
| YTD | -3.4% | +64.1% | -67.5% | -14.9% |
| 1Y | +85.8% | -9.5% | +95.3% | +81.0% |
| 3Y | +264.7% | -64.3% | +329.0% | +306.8% |
| All | +264.7% | -67.8% | +332.5% | +306.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 3y: compounded portfolio wealth divided by compounded AMC 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…
3y analysis · Full analysis span regression · 6 months rolling