+62.5%
LUNR vs AMC
-99.4%
+161.9%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.4% | +9.3% | +6.2% |
| 7D | +6.5% | -0.8% | +7.3% | +6.6% |
| 30D | -4.4% | -1.2% | -3.2% | -4.4% |
| 3M | -47.3% | +42.2% | -89.5% | -49.7% |
| 6M | -11.1% | +118.8% | -129.9% | -19.4% |
| YTD | -3.4% | +64.1% | -67.5% | -10.4% |
| 1Y | +85.8% | -9.5% | +95.3% | +82.2% |
| 3Y | +264.7% | -64.3% | +329.0% | +267.7% |
| All | +62.5% | -99.4% | +161.9% | +72.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling