+285.6%
APH vs LMT
+27.0%
+258.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +0.9% |
| 7D | +5.0% | -6.3% | +11.2% | +5.2% |
| 30D | -3.9% | -8.5% | +4.6% | -3.5% |
| 3M | +13.0% | +1.8% | +11.1% | +12.6% |
| 6M | +25.2% | -19.9% | +45.1% | +26.8% |
| YTD | +22.9% | +10.6% | +12.4% | +22.7% |
| 1Y | +47.8% | +17.9% | +29.9% | +47.5% |
| All | +285.6% | +27.0% | +258.6% | +289.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling