+54.8%
LUNR vs RBA
+22.4%
+32.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.7% | -4.0% | -4.6% |
| 7D | +0.5% | -1.9% | +2.4% | +0.9% |
| 30D | -5.3% | -13.0% | +7.6% | -3.0% |
| 3M | -45.6% | -23.1% | -22.5% | -43.2% |
| 6M | -17.4% | -22.6% | +5.2% | -13.9% |
| YTD | -7.9% | -20.4% | +12.4% | -4.1% |
| 1Y | +77.6% | -29.6% | +107.2% | +87.4% |
| 3Y | +247.4% | +26.6% | +220.9% | +277.2% |
| All | +54.8% | +22.4% | +32.4% | +77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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