+171.6%
BKR vs LMT
+72.2%
+99.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.3% |
| 7D | -7.0% | -0.2% | -6.8% | -7.0% |
| 30D | -8.1% | -13.1% | +4.9% | -4.6% |
| 3M | -6.6% | -3.9% | -2.7% | -5.9% |
| 6M | +0.9% | -18.3% | +19.1% | +6.7% |
| YTD | +31.1% | +10.3% | +20.8% | +24.6% |
| 1Y | +27.7% | +14.2% | +13.5% | +19.6% |
| 3Y | +71.2% | +35.0% | +36.2% | +46.7% |
| All | +171.6% | +72.2% | +99.4% | +107.7% |
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