+53.5%
LUNR vs RBA
+25.8%
+27.7%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.7% |
| 7D | -3.6% | -2.9% | -0.7% | -3.1% |
| 30D | +5.9% | -12.3% | +18.2% | +8.4% |
| 3M | -56.0% | -20.5% | -35.4% | -54.3% |
| 6M | -20.5% | -18.5% | -1.9% | -17.9% |
| YTD | -8.7% | -18.2% | +9.5% | -5.4% |
| 1Y | +75.9% | -27.5% | +103.4% | +84.6% |
| 3Y | +202.9% | +38.1% | +164.8% | +236.0% |
| All | +53.5% | +25.8% | +27.7% | +75.4% |
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