+119,301.1%
APH vs LMT
+9,947.9%
+109,353.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.6% | +5.7% | +4.6% |
| 7D | -5.9% | -11.0% | +5.0% | -2.7% |
| 30D | -14.8% | +13.6% | -28.4% | -18.2% |
| 3M | -12.4% | -2.1% | -10.3% | -12.4% |
| 6M | +8.1% | +11.7% | -3.6% | +3.4% |
| YTD | +10.9% | +19.4% | -8.4% | +3.6% |
| 1Y | +8.8% | +24.1% | -15.3% | +0.2% |
| 3Y | +262.1% | +36.2% | +225.9% | +218.2% |
| 5Y | +283.1% | +90.7% | +192.4% | +198.1% |
| 10Y | +908.1% | +212.5% | +695.6% | +573.1% |
| All | +119,301.1% | +9,947.9% | +109,353.3% | +41,718.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling