+31.1%
LMT vs AHR
+356.1%
-325.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -1.1% |
| 7D | -0.2% | -2.1% | +1.9% | -0.1% |
| 30D | -13.1% | +1.9% | -15.0% | -13.1% |
| 3M | -3.9% | +15.7% | -19.5% | -4.5% |
| 6M | -18.3% | +2.5% | -20.8% | -18.4% |
| YTD | +10.3% | +15.0% | -4.7% | +9.6% |
| 1Y | +14.2% | +28.1% | -13.9% | +12.9% |
| All | +31.1% | +356.1% | -325.0% | +34.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling