+952.8%
LMT vs APO
+1,753.5%
-800.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.3% |
| 7D | -6.3% | -1.0% | -5.2% | -6.1% |
| 30D | -8.5% | +3.5% | -12.0% | -9.1% |
| 3M | +1.8% | +4.5% | -2.7% | +0.9% |
| 6M | -19.9% | +22.8% | -42.7% | -23.1% |
| YTD | +10.6% | -6.5% | +17.1% | +11.0% |
| 1Y | +17.9% | +0.8% | +17.1% | +16.5% |
| 3Y | +27.0% | +62.0% | -35.0% | +10.8% |
| 5Y | +68.7% | +138.2% | -69.6% | +31.1% |
| 10Y | +181.1% | +940.3% | -759.2% | +56.7% |
| All | +952.8% | +1,753.5% | -800.7% | +414.3% |
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 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