-43.0%
APP vs LMT
+18.8%
-61.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.1% | -4.7% | -2.3% |
| 7D | +0.1% | -1.5% | +1.6% | -0.1% |
| 30D | -10.0% | -8.2% | -1.8% | -11.1% |
| 3M | -44.6% | +3.7% | -48.4% | -44.2% |
| 6M | -37.9% | -19.2% | -18.7% | -39.5% |
| YTD | -53.7% | +12.9% | -66.6% | -47.6% |
| 1Y | -43.0% | +19.8% | -62.8% | -23.0% |
| All | -43.0% | +18.8% | -61.8% | -23.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling