+73.0%
LMT vs APO
+132.8%
-59.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -2.0% | -1.2% |
| 7D | -0.2% | -3.5% | +3.3% | 0.0% |
| 30D | -13.1% | -6.6% | -6.5% | -12.8% |
| 3M | -3.9% | -3.3% | -0.6% | -3.8% |
| 6M | -18.3% | +22.6% | -40.9% | -19.1% |
| YTD | +10.3% | -9.8% | +20.1% | +10.9% |
| 1Y | +14.2% | -3.9% | +18.1% | +14.4% |
| 3Y | +35.0% | +52.5% | -17.5% | +30.3% |
| All | +73.0% | +132.8% | -59.8% | +56.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling