+17.9%
LMT vs APA
+94.6%
-76.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.2% | +1.8% | -1.3% |
| 7D | -6.3% | +0.5% | -6.8% | -6.3% |
| 30D | -8.5% | +23.4% | -31.9% | -9.6% |
| 3M | +1.8% | +12.7% | -10.9% | +1.0% |
| 6M | -19.9% | +39.4% | -59.4% | -22.3% |
| YTD | +10.6% | +79.0% | -68.4% | +4.7% |
| 1Y | +17.9% | +88.8% | -70.9% | +11.7% |
| All | +17.9% | +94.6% | -76.7% | +11.7% |
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