+25.9%
LMT vs APA
+107.6%
-81.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -6.9% | 0.0% | -6.3% |
| 7D | -5.5% | -13.0% | +7.4% | -4.7% |
| 30D | +17.5% | +2.0% | +15.5% | +17.4% |
| 3M | +1.6% | +24.9% | -23.3% | +0.4% |
| 6M | +16.3% | +7.2% | +9.1% | +15.9% |
| YTD | +25.3% | +87.1% | -61.8% | +17.7% |
| 1Y | +25.9% | +107.2% | -81.3% | +17.3% |
| All | +25.9% | +107.6% | -81.8% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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