-17.0%
AAOI vs LMT
-17.7%
+0.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.1% | +3.1% | +1.5% |
| 7D | -0.2% | -0.2% | 0.0% | -0.2% |
| 30D | -23.7% | -13.1% | -10.6% | -28.4% |
| 3M | -39.0% | -3.9% | -35.1% | -36.0% |
| 6M | -17.0% | -18.3% | +1.2% | +4.7% |
| All | -17.0% | -17.7% | +0.7% | +4.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling