+22.4%
LUNR vs AR
+90.9%
-68.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +4.3% | +8.5% | +12.3% |
| 7D | +12.7% | -5.8% | +18.5% | +13.5% |
| 30D | -10.5% | +4.8% | -15.3% | -10.9% |
| 3M | -25.2% | +1.5% | -26.7% | -25.4% |
| 6M | -59.2% | +4.7% | -63.9% | -59.6% |
| YTD | -27.2% | +9.2% | -36.4% | -29.0% |
| 1Y | +19.7% | +11.2% | +8.5% | +16.5% |
| 3Y | +314.4% | +46.2% | +268.1% | +307.8% |
| All | +22.4% | +90.9% | -68.5% | +21.4% |
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