-4.5%
LUNR vs AU
+42.5%
-47.0%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +8.0% | -13.2% | -9.5% |
| 7D | -14.3% | +0.8% | -15.1% | -15.0% |
| 30D | -30.5% | -7.0% | -23.6% | -28.0% |
| 3M | -28.9% | +8.5% | -37.4% | -33.8% |
| 6M | -60.8% | -1.3% | -59.6% | -61.5% |
| YTD | -38.8% | +6.8% | -45.6% | -39.6% |
| 1Y | -4.5% | +44.6% | -49.1% | -12.2% |
| All | -4.5% | +42.5% | -47.0% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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