+216.8%
LUNR vs DKS
+29.1%
+187.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.4% | -3.3% | -2.4% |
| 7D | -3.1% | -3.0% | -0.1% | -2.1% |
| 30D | -15.3% | -33.4% | +18.0% | -2.3% |
| 3M | -53.2% | -39.4% | -13.8% | -43.9% |
| 6M | -22.2% | -30.1% | +7.9% | -14.4% |
| YTD | -11.6% | -31.0% | +19.4% | -3.1% |
| 1Y | +68.4% | -40.2% | +108.6% | +98.5% |
| 3Y | +216.8% | +30.9% | +185.8% | +78.9% |
| All | +216.8% | +29.1% | +187.6% | +78.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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