-4.5%
LUNR vs AMP
+18.6%
-23.1%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +4.5% | -9.7% | -6.1% |
| 7D | -14.3% | +7.7% | -22.0% | -15.7% |
| 30D | -30.5% | +6.6% | -37.1% | -31.4% |
| 3M | -28.9% | -4.7% | -24.1% | -27.8% |
| 6M | -60.8% | +12.9% | -73.7% | -62.9% |
| YTD | -38.8% | +8.6% | -47.4% | -41.4% |
| 1Y | -4.5% | +18.2% | -22.8% | -22.4% |
| All | -4.5% | +18.6% | -23.1% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 1y: compounded portfolio wealth divided by compounded AMP 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…
1y analysis · Full analysis span regression · 6 months rolling