+48.5%
LMT vs APA
+40.8%
+7.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.6% | -2.4% | +0.9% |
| 7D | +2.5% | +5.1% | -2.5% | +2.2% |
| 30D | +19.2% | +0.3% | +18.9% | +19.1% |
| 3M | +2.7% | +15.6% | -13.0% | +1.8% |
| 6M | +20.6% | +28.9% | -8.3% | +18.7% |
| YTD | +28.4% | +96.6% | -68.1% | +22.7% |
| 1Y | +36.9% | +95.5% | -58.6% | +30.8% |
| All | +48.5% | +40.8% | +7.7% | +42.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling