+222.7%
LUNR vs APD
+5.8%
+216.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -2.0% |
| 7D | -0.5% | -3.5% | +2.9% | +0.7% |
| 30D | -11.3% | -5.1% | -6.2% | -9.8% |
| 3M | -44.9% | +6.9% | -51.8% | -46.6% |
| 6M | -17.3% | +8.1% | -25.4% | -20.3% |
| YTD | -9.9% | +21.2% | -31.2% | -18.6% |
| 1Y | +76.1% | +4.9% | +71.3% | +71.7% |
| All | +222.7% | +5.8% | +216.9% | +176.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling