+51.8%
LMT vs AMIX
-100.0%
+151.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -8.4% | +7.5% | -1.0% |
| 7D | +4.8% | -10.9% | +15.7% | +4.9% |
| 30D | +19.9% | -55.0% | +74.8% | +20.0% |
| 3M | +0.2% | -82.0% | +82.2% | +0.4% |
| 6M | +17.4% | -80.4% | +97.9% | +17.6% |
| YTD | +27.2% | -88.3% | +115.4% | +27.8% |
| 1Y | +35.6% | -92.4% | +128.0% | +36.5% |
| All | +51.8% | -100.0% | +151.8% | +60.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling