-4.5%
LUNR vs BAM
+4.2%
-8.8%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +6.2% | -11.5% | -8.1% |
| 7D | -14.3% | +14.2% | -28.6% | -20.5% |
| 30D | -30.5% | +21.0% | -51.5% | -37.9% |
| 3M | -28.9% | +5.2% | -34.1% | -31.4% |
| 6M | -60.8% | +16.0% | -76.8% | -64.7% |
| YTD | -38.8% | +6.5% | -45.3% | -41.3% |
| 1Y | -4.5% | +4.4% | -8.9% | -6.2% |
| All | -4.5% | +4.2% | -8.8% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 1y: compounded portfolio wealth divided by compounded BAM 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…
1y analysis · Full analysis span regression · 6 months rolling