+743.4%
AXTI vs LMT
+72.2%
+671.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | 0.0% |
| 7D | +5.1% | -0.2% | +5.3% | +5.1% |
| 30D | -17.5% | -13.1% | -4.4% | -18.4% |
| 3M | -26.7% | -3.9% | -22.8% | -26.4% |
| 6M | +36.8% | -18.3% | +55.0% | +37.3% |
| YTD | +296.1% | +10.3% | +285.8% | +294.0% |
| 1Y | +1,810.6% | +14.2% | +1,796.4% | +1,796.4% |
| 3Y | +2,587.6% | +35.0% | +2,552.6% | +2,493.1% |
| All | +743.4% | +72.2% | +671.1% | +628.5% |
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 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