+548.6%
AXTI vs LMT
+1,788.8%
-1,240.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.2% | -0.5% |
| 7D | +21.0% | -1.3% | +22.3% | +21.4% |
| 30D | -6.6% | -12.5% | +5.9% | -4.1% |
| 3M | -12.1% | -0.5% | -11.6% | -12.6% |
| 6M | +78.7% | -20.0% | +98.7% | +85.4% |
| YTD | +321.5% | +10.4% | +311.1% | +304.5% |
| 1Y | +2,166.8% | +17.7% | +2,149.1% | +2,041.9% |
| 3Y | +2,807.6% | +34.3% | +2,773.3% | +2,505.5% |
| 5Y | +651.5% | +71.8% | +579.7% | +523.0% |
| 10Y | +1,560.5% | +187.0% | +1,373.5% | +1,104.0% |
| All | +548.6% | +1,788.8% | -1,240.2% | +215.9% |
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