+35.0%
LUNR vs AR
+96.4%
-61.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +1.3% | +5.7% | +6.8% |
| 7D | +51.2% | +6.4% | +44.8% | +50.1% |
| 30D | +7.0% | +3.1% | +3.9% | +6.6% |
| 3M | -23.1% | +3.3% | -26.4% | -23.5% |
| 6M | -59.4% | +6.6% | -65.9% | -59.9% |
| YTD | -19.7% | +12.3% | -32.0% | -21.9% |
| 1Y | +39.5% | +12.3% | +27.2% | +35.8% |
| 3Y | +357.2% | +50.4% | +306.7% | +348.5% |
| All | +35.0% | +96.4% | -61.4% | +33.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling