+151.7%
RTX vs LUNR
+48.7%
+103.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | -0.2% |
| 7D | -1.5% | -3.1% | +1.6% | -1.5% |
| 30D | -11.0% | -15.3% | +4.4% | -10.9% |
| 3M | +7.7% | -53.2% | +60.8% | +8.2% |
| 6M | -3.9% | -22.2% | +18.3% | -3.9% |
| YTD | +9.0% | -11.6% | +20.5% | +8.8% |
| 1Y | +27.3% | +68.4% | -41.2% | +26.7% |
| 3Y | +172.9% | +216.8% | -43.9% | +172.7% |
| All | +151.7% | +48.7% | +103.0% | +160.7% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling