+99.9%
LMT vs ASX
+482.2%
-382.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.0% | +0.7% | -1.4% |
| 7D | +5.1% | +12.4% | -7.3% | +5.3% |
| 30D | +14.1% | -19.8% | +33.9% | +13.6% |
| 3M | +0.3% | -10.3% | +10.6% | +0.1% |
| 6M | +16.1% | +1.2% | +14.9% | +15.8% |
| YTD | +25.5% | +123.0% | -97.6% | +25.2% |
| 1Y | +34.1% | +145.4% | -111.3% | +34.0% |
| 3Y | +45.1% | +368.6% | -323.5% | +44.6% |
| All | +99.9% | +482.2% | -382.4% | +97.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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