+48.7%
LUNR vs JAAA
+26.6%
+22.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -2.1% |
| 7D | -3.1% | +0.1% | -3.2% | -3.4% |
| 30D | -15.3% | +0.5% | -15.9% | -17.0% |
| 3M | -53.2% | +1.3% | -54.4% | -55.3% |
| 6M | -22.2% | +2.8% | -25.0% | -29.5% |
| YTD | -11.6% | +3.3% | -14.8% | -20.8% |
| 1Y | +68.4% | +4.9% | +63.5% | +43.9% |
| 3Y | +216.8% | +19.0% | +197.8% | +143.3% |
| All | +48.7% | +26.6% | +22.1% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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