+24.0%
SWKS vs LUNR
+20.3%
+3.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | 0.0% |
| 7D | -3.1% | +12.7% | -15.8% | -4.4% |
| 30D | +8.3% | -10.5% | +18.8% | +8.8% |
| 3M | +20.2% | -25.2% | +45.4% | +22.0% |
| 6M | +24.9% | -59.2% | +84.2% | +31.0% |
| YTD | +33.2% | -27.2% | +60.4% | +35.4% |
| All | +24.0% | +20.3% | +3.8% | +19.2% |
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