+51.5%
LUNR vs GAP
+0.9%
+50.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | 0.0% | -1.8% |
| 7D | -0.5% | -6.3% | +5.8% | +0.6% |
| 30D | -11.3% | -0.2% | -11.0% | -11.6% |
| 3M | -44.9% | 0.0% | -44.9% | -45.3% |
| 6M | -17.3% | -8.1% | -9.2% | -16.8% |
| YTD | -9.9% | -16.5% | +6.5% | -8.3% |
| 1Y | +76.1% | -10.5% | +86.6% | +76.7% |
| 3Y | +240.0% | +104.0% | +136.0% | +227.6% |
| All | +51.5% | +0.9% | +50.6% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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