+34.7%
LUNR vs BAH
+8.3%
+26.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | 0.0% | -0.2% |
| 7D | +24.2% | +1.7% | +22.5% | +23.7% |
| 30D | +18.0% | +20.8% | -2.8% | +11.0% |
| 3M | -26.0% | +11.6% | -37.5% | -29.0% |
| 6M | -63.6% | +23.1% | -86.7% | -66.4% |
| YTD | -19.9% | +5.3% | -25.2% | -22.2% |
| 1Y | +50.1% | +6.1% | +44.0% | +45.7% |
| 3Y | +374.5% | -27.5% | +401.9% | +409.1% |
| All | +34.7% | +8.3% | +26.4% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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