+354.9%
APH vs LHX
+22.4%
+332.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -1.0% | -1.2% |
| 7D | +0.2% | -2.5% | +2.7% | +0.7% |
| 30D | -3.3% | -10.4% | +7.0% | -1.1% |
| 3M | +14.0% | -14.9% | +29.0% | +17.5% |
| 6M | +24.4% | -29.6% | +54.1% | +34.3% |
| YTD | +21.4% | -11.8% | +33.2% | +23.9% |
| 1Y | +48.9% | -5.1% | +54.0% | +49.1% |
| 3Y | +290.1% | +61.3% | +228.8% | +240.9% |
| All | +354.9% | +22.4% | +332.4% | +314.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LHX.
Daily Out/Under-Performance
Portfolio return minus LHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LHX 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 LHX 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