+49.8%
LMT vs AMIX
-100.0%
+149.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -1.3% |
| 7D | +5.1% | -9.9% | +15.0% | +5.1% |
| 30D | +14.1% | -52.8% | +66.9% | +14.2% |
| 3M | +0.3% | -80.0% | +80.3% | +0.5% |
| 6M | +16.1% | -80.2% | +96.3% | +16.3% |
| YTD | +25.5% | -88.1% | +113.6% | +26.1% |
| 1Y | +34.1% | -91.1% | +125.2% | +34.9% |
| All | +49.8% | -100.0% | +149.7% | +58.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling