+416.0%
AAOI vs LMT
+188.6%
+227.4%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.1% | +3.1% | +2.2% |
| 7D | -0.2% | -0.2% | 0.0% | -0.1% |
| 30D | -23.7% | -13.1% | -10.6% | -21.4% |
| 3M | -39.0% | -3.9% | -35.1% | -38.8% |
| 6M | -17.0% | -18.3% | +1.2% | -13.2% |
| YTD | +202.2% | +10.3% | +191.9% | +195.5% |
| 1Y | +292.4% | +14.2% | +278.2% | +281.5% |
| 3Y | +804.4% | +35.0% | +769.4% | +736.0% |
| 5Y | +1,318.0% | +73.2% | +1,244.8% | +1,085.2% |
| All | +416.0% | +188.6% | +227.4% | +296.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LMT.
Daily Out/Under-Performance
Portfolio return minus LMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LMT 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 10y: compounded portfolio wealth divided by compounded LMT 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…
10y analysis · Full analysis span regression · 6 months rolling