+45.1%
LMT vs AVAV
-3.9%
+48.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.7% | +1.4% | -1.0% |
| 7D | +5.1% | +4.2% | +0.9% | +4.6% |
| 30D | +14.1% | -2.6% | +16.7% | +14.3% |
| 3M | +0.3% | -38.0% | +38.2% | +4.9% |
| 6M | +16.1% | -27.0% | +43.1% | +18.8% |
| YTD | +25.5% | -51.4% | +76.9% | +31.7% |
| 1Y | +34.1% | -60.2% | +94.4% | +42.6% |
| 3Y | +45.1% | -6.7% | +51.7% | +46.5% |
| All | +45.1% | -3.9% | +48.9% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 3y: compounded portfolio wealth divided by compounded AVAV 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…
3y analysis · Full analysis span regression · 6 months rolling