+3,546.3%
LMT vs ASX
+3,319.4%
+226.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.3% | -0.7% | +2.3% |
| 7D | -5.6% | -9.1% | +3.5% | -5.1% |
| 30D | +18.4% | -23.6% | +41.9% | +20.2% |
| 3M | +0.6% | -5.6% | +6.2% | +0.4% |
| 6M | +20.6% | +4.7% | +15.9% | +18.3% |
| YTD | +27.0% | +122.6% | -95.6% | +16.6% |
| 1Y | +36.9% | +133.0% | -96.2% | +25.2% |
| 3Y | +46.9% | +367.1% | -320.3% | +24.7% |
| 5Y | +104.2% | +504.7% | -400.5% | +67.0% |
| 10Y | +205.2% | +887.2% | -682.0% | +131.6% |
| All | +3,546.3% | +3,319.4% | +226.9% | +2,248.3% |
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