+25.9%
LMT vs AHR
+26.3%
-0.4%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.6% | -9.5% | -7.0% |
| 7D | -5.5% | +9.5% | -15.0% | -6.0% |
| 30D | +17.5% | +11.7% | +5.8% | +16.9% |
| 3M | +1.6% | +4.0% | -2.4% | +1.1% |
| 6M | +16.3% | +13.5% | +2.8% | +15.1% |
| YTD | +25.3% | +21.6% | +3.7% | +24.5% |
| 1Y | +25.9% | +25.1% | +0.8% | +25.2% |
| All | +25.9% | +26.3% | -0.4% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 1y: compounded portfolio wealth divided by compounded AHR 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…
1y analysis · Full analysis span regression · 6 months rolling