+152.8%
RTX vs LUNR
+34.7%
+118.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | +4.8% | +24.2% | -19.4% | +4.6% |
| 30D | +6.5% | +18.0% | -11.5% | +6.3% |
| 3M | -9.6% | -26.0% | +16.3% | -9.5% |
| 6M | +12.3% | -63.6% | +75.9% | +13.0% |
| YTD | +9.5% | -19.9% | +29.4% | +9.3% |
| 1Y | +15.8% | +50.1% | -34.3% | +15.3% |
| 3Y | +157.0% | +374.5% | -217.4% | +157.2% |
| All | +152.8% | +34.7% | +118.1% | +161.9% |
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