+0.8%
RKT vs LUNR
+62.5%
-61.7%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.9% | -7.7% | -1.9% |
| 7D | +6.0% | +6.5% | -0.5% | +5.8% |
| 30D | +0.7% | -4.4% | +5.0% | +0.7% |
| 3M | +11.8% | -47.3% | +59.1% | +13.2% |
| 6M | -7.6% | -11.1% | +3.4% | -7.6% |
| YTD | -28.7% | -3.4% | -25.3% | -28.8% |
| 1Y | -32.6% | +85.8% | -118.4% | -33.4% |
| 3Y | +42.1% | +264.7% | -222.6% | +39.7% |
| All | +0.8% | +62.5% | -61.7% | +0.7% |
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 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