+53.5%
LUNR vs APD
+12.7%
+40.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +0.8% |
| 7D | -3.6% | -2.2% | -1.4% | -3.4% |
| 30D | +5.9% | +2.1% | +3.8% | +5.6% |
| 3M | -56.0% | +7.2% | -63.1% | -56.3% |
| 6M | -20.5% | +11.2% | -31.7% | -21.4% |
| YTD | -8.7% | +24.4% | -33.1% | -11.5% |
| 1Y | +75.9% | +6.7% | +69.2% | +75.2% |
| 3Y | +202.9% | +9.2% | +193.6% | +187.5% |
| All | +53.5% | +12.7% | +40.8% | +50.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling