+72.0%
LMT vs AVAV
+39.7%
+32.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -1.3% |
| 7D | -6.3% | -2.2% | -4.0% | -6.0% |
| 30D | -8.5% | -13.9% | +5.4% | -7.2% |
| 3M | +1.8% | -29.2% | +31.1% | +4.7% |
| 6M | -19.9% | -36.1% | +16.2% | -17.3% |
| YTD | +10.6% | -40.2% | +50.8% | +14.2% |
| 1Y | +17.9% | -36.2% | +54.2% | +20.5% |
| 3Y | +27.0% | +47.5% | -20.6% | +15.9% |
| All | +72.0% | +39.7% | +32.3% | +53.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling