-4.5%
LUNR vs ARES
-9.0%
+4.4%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +6.1% | -11.4% | -7.8% |
| 7D | -14.3% | +10.5% | -24.8% | -18.6% |
| 30D | -30.5% | +16.8% | -47.3% | -35.8% |
| 3M | -28.9% | -3.2% | -25.6% | -28.4% |
| 6M | -60.8% | +16.4% | -77.3% | -63.6% |
| YTD | -38.8% | -12.4% | -26.4% | -28.5% |
| 1Y | -4.5% | -6.9% | +2.3% | -0.8% |
| All | -4.5% | -9.0% | +4.4% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 1y: compounded portfolio wealth divided by compounded ARES 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…
1y analysis · Full analysis span regression · 6 months rolling