+61,451.9%
APH vs LMT
+9,207.2%
+52,244.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -5.8% | -42.0% | -46.0% |
| 7D | -48.7% | -6.6% | -42.1% | -46.8% |
| 30D | -51.9% | -8.5% | -43.4% | -49.9% |
| 3M | -43.6% | +1.8% | -45.4% | -43.4% |
| 6M | -37.5% | -19.9% | -17.6% | -32.8% |
| YTD | -38.6% | +10.6% | -49.2% | -40.2% |
| 1Y | -26.3% | +17.9% | -44.3% | -29.7% |
| 3Y | +89.2% | +27.0% | +62.2% | +72.8% |
| 5Y | +119.8% | +68.7% | +51.1% | +80.6% |
| 10Y | +454.3% | +181.1% | +273.2% | +289.1% |
| All | +61,451.9% | +9,207.2% | +52,244.7% | +22,403.9% |
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