+62.5%
LUNR vs ROP
-17.2%
+79.7%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.9% | +8.7% | +6.0% |
| 7D | +6.5% | -5.4% | +11.9% | +6.9% |
| 30D | -4.4% | -1.6% | -2.7% | -4.4% |
| 3M | -47.3% | +18.8% | -66.1% | -48.7% |
| 6M | -11.1% | +8.2% | -19.3% | -11.6% |
| YTD | -3.4% | -10.5% | +7.1% | +0.7% |
| 1Y | +85.8% | -23.7% | +109.5% | +104.8% |
| 3Y | +264.7% | -17.9% | +282.5% | +315.4% |
| All | +62.5% | -17.2% | +79.7% | +94.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 ROP 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