+35.0%
LUNR vs RCAT
+51.9%
-16.9%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -8.3% | +15.3% | +9.2% |
| 7D | +51.2% | +15.6% | +35.6% | +45.8% |
| 30D | +7.0% | -24.1% | +31.1% | +15.8% |
| 3M | -23.1% | -61.9% | +38.7% | -0.9% |
| 6M | -59.4% | -64.3% | +4.9% | -47.0% |
| YTD | -19.7% | -50.4% | +30.7% | -0.6% |
| 1Y | +39.5% | -54.0% | +93.5% | +75.8% |
| 3Y | +357.2% | +347.2% | +10.0% | +436.8% |
| All | +35.0% | +51.9% | -16.9% | +59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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