+35.9%
LMT vs APA
+104.3%
-68.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.0% | -2.9% | -1.2% |
| 7D | +4.8% | +9.6% | -4.8% | +4.0% |
| 30D | +19.9% | -0.2% | +20.1% | +19.8% |
| 3M | +0.2% | +19.8% | -19.7% | -1.1% |
| 6M | +17.4% | +30.1% | -12.6% | +15.2% |
| YTD | +27.2% | +100.4% | -73.3% | +15.9% |
| All | +35.9% | +104.3% | -68.3% | +24.3% |
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