+282.2%
APH vs LMT
+89.7%
+192.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.6% | +5.7% | +4.2% |
| 7D | -5.9% | -11.0% | +5.0% | -5.0% |
| 30D | -14.8% | +13.6% | -28.4% | -15.5% |
| 3M | -12.4% | -2.1% | -10.3% | -12.0% |
| 6M | +8.1% | +11.7% | -3.6% | +6.8% |
| YTD | +10.9% | +19.4% | -8.4% | +8.9% |
| 1Y | +8.8% | +24.1% | -15.3% | +6.3% |
| 3Y | +262.1% | +36.2% | +225.9% | +244.1% |
| All | +282.2% | +89.7% | +192.4% | +226.2% |
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