+3,588.2%
LMT vs ASX
+3,544.9%
+43.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.6% | -5.4% | +0.7% |
| 7D | +2.5% | +0.8% | +1.7% | +2.3% |
| 30D | +19.2% | -20.4% | +39.6% | +20.7% |
| 3M | +2.7% | -2.1% | +4.8% | +2.2% |
| 6M | +20.6% | +8.2% | +12.4% | +18.1% |
| YTD | +28.4% | +137.3% | -108.9% | +17.4% |
| 1Y | +36.9% | +155.0% | -118.1% | +24.4% |
| 3Y | +48.5% | +397.9% | -349.4% | +25.5% |
| 5Y | +107.6% | +529.2% | -421.6% | +69.3% |
| 10Y | +206.5% | +1,007.5% | -801.0% | +130.5% |
| All | +3,588.2% | +3,544.9% | +43.3% | +2,263.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling