+17.9%
LMT vs APO
+1.9%
+16.1%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.4% |
| 7D | -6.3% | -1.0% | -5.2% | -6.2% |
| 30D | -8.5% | +3.5% | -12.0% | -8.7% |
| 3M | +1.8% | +4.5% | -2.7% | +1.6% |
| 6M | -19.9% | +22.8% | -42.7% | -20.0% |
| YTD | +10.6% | -6.5% | +17.1% | +13.7% |
| 1Y | +17.9% | +0.8% | +17.1% | +21.3% |
| All | +17.9% | +1.9% | +16.1% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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