+17.3%
LMT vs AMRZ
-17.3%
+34.6%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.3% | +6.3% | +2.2% |
| 7D | -1.5% | -2.0% | +0.5% | -1.5% |
| 30D | -8.2% | -9.8% | +1.6% | -7.9% |
| 3M | +3.7% | -17.2% | +21.0% | +4.5% |
| 6M | -19.2% | -26.9% | +7.8% | -18.0% |
| YTD | +12.9% | -21.5% | +34.3% | +13.5% |
| 1Y | +19.8% | -22.9% | +42.7% | +20.6% |
| All | +17.3% | -17.3% | +34.6% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AMRZ 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling