+74.4%
LMT vs ASX
+472.4%
-398.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.1% | -4.0% | +2.2% |
| 7D | -1.5% | +6.3% | -7.8% | -1.4% |
| 30D | -8.2% | +6.4% | -14.7% | -8.2% |
| 3M | +3.7% | +13.1% | -9.4% | +3.7% |
| 6M | -19.2% | +90.3% | -109.5% | -19.2% |
| YTD | +12.9% | +149.6% | -136.8% | +12.8% |
| 1Y | +19.8% | +249.2% | -229.4% | +20.1% |
| 3Y | +37.3% | +445.9% | -408.6% | +36.8% |
| 5Y | +74.4% | +477.7% | -403.4% | +74.4% |
| All | +74.4% | +472.4% | -398.1% | +74.4% |
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