+216.8%
LUNR vs AU
+577.5%
-360.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.4% | -2.0% |
| 7D | -3.1% | -4.3% | +1.2% | -1.9% |
| 30D | -15.3% | +7.3% | -22.6% | -17.4% |
| 3M | -53.2% | +26.3% | -79.5% | -56.6% |
| 6M | -22.2% | +1.8% | -24.0% | -24.2% |
| YTD | -11.6% | +26.8% | -38.4% | -16.4% |
| 1Y | +68.4% | +66.7% | +1.7% | +52.8% |
| 3Y | +216.8% | +579.1% | -362.3% | +95.2% |
| All | +216.8% | +577.5% | -360.7% | +95.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling