+48.7%
LUNR vs ROK
+35.1%
+13.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.5% | -2.5% |
| 7D | -3.1% | -1.2% | -1.9% | -2.7% |
| 30D | -15.3% | -4.8% | -10.5% | -13.7% |
| 3M | -53.2% | -6.1% | -47.1% | -52.2% |
| 6M | -22.2% | +15.5% | -37.7% | -25.7% |
| YTD | -11.6% | +11.2% | -22.8% | -14.4% |
| 1Y | +68.4% | +23.8% | +44.6% | +59.1% |
| 3Y | +216.8% | +53.1% | +163.7% | +178.7% |
| All | +48.7% | +35.1% | +13.6% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROK.
Daily Out/Under-Performance
Portfolio return minus ROK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROK 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 ROK 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