+521.9%
BKR vs LMT
+11,819.4%
-11,297.5%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.1% | -7.7% | -7.0% |
| 7D | -6.7% | -0.5% | -6.1% | -6.5% |
| 30D | -8.3% | -10.8% | +2.4% | -5.0% |
| 3M | -5.4% | +1.6% | -7.0% | -6.5% |
| 6M | +0.8% | -17.6% | +18.4% | +6.4% |
| YTD | +31.8% | +11.6% | +20.3% | +25.2% |
| 1Y | +28.6% | +17.2% | +11.3% | +19.8% |
| 3Y | +71.2% | +35.7% | +35.5% | +49.7% |
| 5Y | +179.2% | +75.2% | +104.0% | +122.0% |
| 10Y | +124.0% | +190.1% | -66.1% | +52.8% |
| All | +521.9% | +11,819.4% | -11,297.5% | +115.3% |
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