+222.7%
LUNR vs ATI
+341.5%
-118.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.7% | +1.5% | +0.5% |
| 7D | -0.5% | -2.7% | +2.2% | +1.3% |
| 30D | -11.3% | -13.5% | +2.2% | -1.7% |
| 3M | -44.9% | +8.5% | -53.4% | -47.5% |
| 6M | -17.3% | +25.2% | -42.5% | -29.9% |
| YTD | -9.9% | +73.4% | -83.3% | -39.6% |
| 1Y | +76.1% | +160.5% | -84.4% | -9.8% |
| All | +222.7% | +341.5% | -118.8% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 3y: compounded portfolio wealth divided by compounded ATI 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…
3y analysis · Full analysis span regression · 6 months rolling