+51.5%
LUNR vs AR
+98.7%
-47.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.3% | -2.2% |
| 7D | -0.5% | -1.3% | +0.8% | -0.4% |
| 30D | -11.3% | +3.5% | -14.8% | -11.7% |
| 3M | -44.9% | +9.9% | -54.8% | -45.7% |
| 6M | -17.3% | +4.5% | -21.8% | -18.3% |
| YTD | -9.9% | +13.7% | -23.6% | -12.4% |
| 1Y | +76.1% | +19.2% | +56.9% | +69.9% |
| 3Y | +240.0% | +46.2% | +193.8% | +233.8% |
| All | +51.5% | +98.7% | -47.2% | +49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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