+62.5%
LUNR vs AR
+98.3%
-35.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.8% | +6.7% | +6.0% |
| 7D | +6.5% | -1.8% | +8.4% | +6.7% |
| 30D | -4.4% | +12.6% | -17.0% | -5.8% |
| 3M | -47.3% | +10.0% | -57.3% | -48.0% |
| 6M | -11.1% | +0.6% | -11.7% | -11.6% |
| YTD | -3.4% | +13.4% | -16.8% | -6.1% |
| 1Y | +85.8% | +21.7% | +64.1% | +78.6% |
| 3Y | +264.7% | +45.8% | +218.8% | +258.1% |
| All | +62.5% | +98.3% | -35.8% | +60.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling