+25.9%
LMT vs AMC
+38.0%
-12.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +7.3% | -14.2% | -6.7% |
| 7D | -5.5% | +17.7% | -23.2% | -5.1% |
| 30D | +17.5% | +26.2% | -8.7% | +18.2% |
| 3M | +1.6% | +31.3% | -29.7% | +2.4% |
| 6M | +16.3% | +142.8% | -126.5% | +18.1% |
| YTD | +25.3% | +125.6% | -100.4% | +26.8% |
| 1Y | +25.9% | +40.2% | -14.4% | +28.9% |
| All | +25.9% | +38.0% | -12.2% | +28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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