+48.7%
LUNR vs AU
+469.0%
-420.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.4% | -1.9% |
| 7D | -3.1% | -4.3% | +1.2% | -2.6% |
| 30D | -15.3% | +7.3% | -22.6% | -16.1% |
| 3M | -53.2% | +26.3% | -79.5% | -54.4% |
| 6M | -22.2% | +1.8% | -24.0% | -23.4% |
| YTD | -11.6% | +26.8% | -38.4% | -12.3% |
| 1Y | +68.4% | +66.7% | +1.7% | +69.3% |
| 3Y | +216.8% | +579.1% | -362.3% | +255.5% |
| All | +48.7% | +469.0% | -420.3% | +71.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling