+3.7%
SWKS vs LUNR
+86.4%
-82.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +5.9% | -4.0% | +1.3% |
| 7D | +11.8% | +6.5% | +5.3% | +11.2% |
| 30D | +6.7% | -4.4% | +11.1% | +6.9% |
| 3M | 0.0% | -47.3% | +47.3% | +3.7% |
| 6M | +38.7% | -11.1% | +49.8% | +40.7% |
| YTD | +21.4% | -3.4% | +24.7% | +19.9% |
| All | +3.7% | +86.4% | -82.8% | -17.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling