+355.9%
APH vs LMT
+69.3%
+286.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.0% |
| 7D | +5.0% | -6.3% | +11.2% | +5.7% |
| 30D | -3.9% | -8.5% | +4.6% | -3.0% |
| 3M | +13.0% | +1.8% | +11.1% | +12.3% |
| 6M | +25.2% | -19.9% | +45.1% | +28.3% |
| YTD | +22.9% | +10.6% | +12.4% | +21.1% |
| 1Y | +47.8% | +17.9% | +29.9% | +44.5% |
| 3Y | +283.0% | +27.0% | +256.1% | +264.9% |
| All | +355.9% | +69.3% | +286.7% | +285.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling