+35.0%
LUNR vs RBA
+41.9%
-6.9%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.5% | +8.5% | +7.2% |
| 7D | +51.2% | -0.5% | +51.7% | +51.3% |
| 30D | +7.0% | +6.8% | +0.1% | +5.6% |
| 3M | -23.1% | +9.5% | -32.6% | -24.5% |
| 6M | -59.4% | -8.2% | -51.2% | -59.0% |
| YTD | -19.7% | -7.7% | -12.0% | -18.7% |
| 1Y | +39.5% | -6.9% | +46.4% | +41.2% |
| 3Y | +357.2% | +61.6% | +295.5% | +400.2% |
| All | +35.0% | +41.9% | -6.9% | +50.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling