+430.6%
KLAC vs LMT
+73.4%
+357.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.2% | -3.2% |
| 7D | +2.5% | -0.5% | +3.0% | +2.5% |
| 30D | -11.5% | -10.8% | -0.7% | -10.9% |
| 3M | -16.9% | +1.6% | -18.5% | -17.1% |
| 6M | +22.2% | -17.6% | +39.8% | +24.9% |
| YTD | +46.4% | +11.6% | +34.8% | +44.2% |
| 1Y | +91.0% | +17.2% | +73.8% | +87.3% |
| 3Y | +264.6% | +35.7% | +228.8% | +248.9% |
| 5Y | +430.6% | +75.2% | +355.4% | +371.3% |
| All | +430.6% | +73.4% | +357.2% | +371.3% |
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 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