+25.9%
LMT vs AMIX
-92.3%
+118.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.0% | -3.9% | -6.9% |
| 7D | -5.5% | -25.1% | +19.6% | -5.5% |
| 30D | +17.5% | -54.5% | +72.0% | +17.4% |
| 3M | +1.6% | -91.7% | +93.3% | +1.6% |
| 6M | +16.3% | -79.4% | +95.8% | +18.4% |
| YTD | +25.3% | -86.1% | +111.3% | +28.4% |
| 1Y | +25.9% | -91.6% | +117.4% | +29.5% |
| All | +25.9% | -92.3% | +118.2% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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