+51.5%
LUNR vs AVTR
-62.8%
+114.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -0.5% | -2.0% | +1.5% | -0.2% |
| 30D | -11.3% | +8.1% | -19.3% | -12.5% |
| 3M | -44.9% | +54.2% | -99.1% | -50.0% |
| 6M | -17.3% | +82.6% | -99.9% | -27.6% |
| YTD | -9.9% | +29.8% | -39.8% | -16.4% |
| 1Y | +76.1% | +18.0% | +58.1% | +65.0% |
| 3Y | +240.0% | -26.4% | +266.4% | +231.7% |
| All | +51.5% | -62.8% | +114.3% | +45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 5y: compounded portfolio wealth divided by compounded AVTR 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…
5y analysis · Full analysis span regression · 6 months rolling