+151.5%
RTX vs LUNR
+54.8%
+96.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.7% | +4.1% | -0.6% |
| 7D | -1.6% | +0.5% | -2.1% | -1.6% |
| 30D | -11.6% | -5.3% | -6.2% | -11.5% |
| 3M | +9.2% | -45.6% | +54.8% | +9.6% |
| 6M | -4.4% | -17.4% | +12.9% | -4.4% |
| YTD | +8.9% | -7.9% | +16.8% | +8.7% |
| 1Y | +32.1% | +77.6% | -45.5% | +31.5% |
| 3Y | +151.2% | +247.4% | -96.2% | +151.0% |
| All | +151.5% | +54.8% | +96.7% | +160.5% |
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