+68.2%
MKSI vs LUNR
+48.7%
+19.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.8% | +3.9% | +2.2% |
| 7D | +2.7% | -3.1% | +5.8% | +2.8% |
| 30D | -12.8% | -15.3% | +2.5% | -12.3% |
| 3M | -22.5% | -53.2% | +30.6% | -20.8% |
| 6M | +19.4% | -22.2% | +41.6% | +19.9% |
| YTD | +67.7% | -11.6% | +79.3% | +67.3% |
| 1Y | +131.4% | +68.4% | +63.0% | +126.9% |
| 3Y | +197.3% | +216.8% | -19.4% | +191.6% |
| All | +68.2% | +48.7% | +19.5% | +65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LUNR.
Daily Out/Under-Performance
Portfolio return minus LUNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUNR 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 LUNR 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