-3.8%
RKT vs LUNR
+51.5%
-55.3%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.1% | +0.4% | -1.7% |
| 7D | -7.2% | -0.5% | -6.7% | -7.2% |
| 30D | -7.9% | -11.3% | +3.4% | -7.7% |
| 3M | +5.2% | -44.9% | +50.1% | +6.4% |
| 6M | -14.9% | -17.3% | +2.4% | -14.7% |
| YTD | -31.9% | -9.9% | -21.9% | -31.9% |
| 1Y | -36.9% | +76.1% | -113.0% | -37.5% |
| 3Y | +35.7% | +240.0% | -204.3% | +33.7% |
| All | -3.8% | +51.5% | -55.3% | -3.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling