+25.9%
LMT vs APO
-5.6%
+31.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +8.1% | -15.0% | -7.2% |
| 7D | -5.5% | +8.2% | -13.7% | -5.8% |
| 30D | +17.5% | +6.4% | +11.0% | +17.2% |
| 3M | +1.6% | -7.4% | +9.0% | +2.2% |
| 6M | +16.3% | -4.2% | +20.5% | +16.6% |
| YTD | +25.3% | -14.1% | +39.4% | +32.9% |
| 1Y | +25.9% | -4.4% | +30.2% | +34.5% |
| All | +25.9% | -5.6% | +31.5% | +34.5% |
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