+160,143.0%
KLAC vs LMT
+11,955.0%
+148,188.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.1% | -0.2% | +1.2% |
| 7D | +10.6% | -1.5% | +12.1% | +11.0% |
| 30D | -4.5% | -8.2% | +3.7% | -2.2% |
| 3M | -10.3% | +3.7% | -14.0% | -11.9% |
| 6M | +40.9% | -19.2% | +60.1% | +48.4% |
| YTD | +56.1% | +12.9% | +43.2% | +48.4% |
| 1Y | +109.0% | +19.8% | +89.2% | +94.8% |
| 3Y | +288.8% | +37.3% | +251.6% | +240.5% |
| 5Y | +489.1% | +74.4% | +414.8% | +369.4% |
| 10Y | +3,041.8% | +188.9% | +2,852.9% | +2,059.1% |
| All | +160,143.0% | +11,955.0% | +148,188.0% | +59,346.4% |
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