+34.7%
LUNR vs APD
+19.2%
+15.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | +24.2% | +3.8% | +20.3% | +23.8% |
| 30D | +18.0% | +8.2% | +9.8% | +17.1% |
| 3M | -26.0% | +4.3% | -30.3% | -26.3% |
| 6M | -63.6% | +4.7% | -68.3% | -63.7% |
| YTD | -19.9% | +31.5% | -51.4% | -22.7% |
| 1Y | +50.1% | +23.5% | +26.6% | +46.1% |
| 3Y | +374.5% | +29.1% | +345.3% | +361.7% |
| All | +34.7% | +19.2% | +15.6% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 10y: compounded portfolio wealth divided by compounded APD 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…
10y analysis · Full analysis span regression · 6 months rolling