+17.2%
LMT vs APO
-3.6%
+20.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.3% | +3.4% | +1.2% |
| 7D | -0.5% | -4.9% | +4.4% | -0.3% |
| 30D | -10.8% | -8.4% | -2.3% | -10.3% |
| 3M | +1.6% | -2.1% | +3.6% | +1.6% |
| 6M | -17.6% | +19.2% | -36.8% | -17.6% |
| YTD | +11.6% | -10.5% | +22.1% | +15.3% |
| 1Y | +17.2% | -2.7% | +19.9% | +21.4% |
| All | +17.2% | -3.6% | +20.8% | +21.4% |
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