+24.8%
LUNR vs AMC
-99.2%
+124.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +8.3% | +6.7% | +14.2% |
| 7D | +22.1% | +6.6% | +15.5% | +21.6% |
| 30D | -8.7% | +14.1% | -22.8% | -9.7% |
| 3M | -26.6% | +31.3% | -57.9% | -28.4% |
| 6M | -58.4% | +126.7% | -185.1% | -62.2% |
| YTD | -25.8% | +117.9% | -143.8% | -32.8% |
| 1Y | +25.5% | +41.1% | -15.5% | +18.5% |
| 3Y | +300.0% | -61.0% | +361.0% | +297.9% |
| All | +24.8% | -99.2% | +124.0% | +28.9% |
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