+216.8%
LUNR vs AUR
+84.2%
+132.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.4% | -2.4% |
| 7D | -3.1% | +1.4% | -4.5% | -3.5% |
| 30D | -15.3% | -6.4% | -8.9% | -13.7% |
| 3M | -53.2% | +7.7% | -60.9% | -54.4% |
| 6M | -22.2% | +44.5% | -66.7% | -30.4% |
| YTD | -11.6% | +67.4% | -79.0% | -23.5% |
| 1Y | +68.4% | +15.4% | +53.0% | +60.6% |
| 3Y | +216.8% | +94.8% | +121.9% | +130.4% |
| All | +216.8% | +84.2% | +132.5% | +130.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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