+54.8%
LUNR vs JAAA
+26.5%
+28.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | 0.0% | -4.7% | -4.8% |
| 7D | +0.5% | +0.1% | +0.4% | +0.2% |
| 30D | -5.3% | +0.5% | -5.8% | -6.9% |
| 3M | -45.6% | +1.2% | -46.9% | -48.1% |
| 6M | -17.4% | +2.7% | -20.1% | -24.9% |
| YTD | -7.9% | +3.2% | -11.1% | -17.3% |
| 1Y | +77.6% | +4.8% | +72.8% | +52.4% |
| 3Y | +247.4% | +19.0% | +228.4% | +167.5% |
| All | +54.8% | +26.5% | +28.3% | +19.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling