+1,110.7%
LMT vs APO
+1,582.7%
-471.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.8% |
| 7D | +4.8% | +3.5% | +1.4% | +4.3% |
| 30D | +19.9% | +4.4% | +15.5% | +18.8% |
| 3M | +0.2% | -12.1% | +12.3% | +2.1% |
| 6M | +17.4% | -7.2% | +24.7% | +18.4% |
| YTD | +27.2% | -15.1% | +42.3% | +29.5% |
| 1Y | +35.6% | -7.7% | +43.2% | +35.9% |
| 3Y | +47.1% | +49.6% | -2.5% | +30.1% |
| 5Y | +103.7% | +78.3% | +25.4% | +68.5% |
| 10Y | +203.5% | +827.7% | -624.2% | +72.2% |
| All | +1,110.7% | +1,582.7% | -471.9% | +499.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling