+374.5%
LUNR vs APD
+29.7%
+344.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.3% |
| 7D | +24.2% | +3.8% | +20.3% | +22.8% |
| 30D | +18.0% | +8.2% | +9.8% | +15.0% |
| 3M | -26.0% | +4.3% | -30.3% | -27.1% |
| 6M | -63.6% | +4.7% | -68.3% | -64.2% |
| YTD | -19.9% | +31.5% | -51.4% | -29.6% |
| 1Y | +50.1% | +23.5% | +26.6% | +35.7% |
| 3Y | +374.5% | +29.1% | +345.3% | +295.9% |
| All | +374.5% | +29.7% | +344.7% | +295.9% |
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