+54.8%
LUNR vs RVTY
-33.4%
+88.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.5% | -2.2% | -3.9% |
| 7D | +0.5% | -5.4% | +6.0% | +2.3% |
| 30D | -5.3% | +6.7% | -12.1% | -7.4% |
| 3M | -45.6% | +19.0% | -64.6% | -49.0% |
| 6M | -17.4% | +34.6% | -52.0% | -25.6% |
| YTD | -7.9% | +28.3% | -36.2% | -16.6% |
| 1Y | +77.6% | +46.0% | +31.6% | +55.6% |
| 3Y | +247.4% | +16.9% | +230.6% | +218.2% |
| All | +54.8% | -33.4% | +88.2% | +45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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