+32.6%
LMT vs AHR
+360.2%
-327.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.5% | +1.1% |
| 7D | -0.5% | -3.0% | +2.5% | -0.4% |
| 30D | -10.8% | +2.6% | -13.4% | -10.9% |
| 3M | +1.6% | +16.0% | -14.4% | +0.9% |
| 6M | -17.6% | +3.1% | -20.6% | -17.7% |
| YTD | +11.6% | +16.0% | -4.5% | +10.8% |
| 1Y | +17.2% | +28.0% | -10.7% | +15.9% |
| All | +32.6% | +360.2% | -327.6% | +36.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling