+189.0%
LMT vs AXON
+1,813.9%
-1,624.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.3% | +3.4% | +1.3% |
| 7D | -0.5% | -11.0% | +10.5% | +0.4% |
| 30D | -10.8% | -24.7% | +14.0% | -8.9% |
| 3M | +1.6% | +7.0% | -5.4% | +0.5% |
| 6M | -17.6% | -9.6% | -7.9% | -17.6% |
| YTD | +11.6% | -15.7% | +27.3% | +11.7% |
| 1Y | +17.2% | -35.9% | +53.2% | +19.9% |
| 3Y | +35.7% | +123.0% | -87.3% | +21.9% |
| 5Y | +75.2% | +166.3% | -91.1% | +52.4% |
| All | +189.0% | +1,813.9% | -1,624.8% | +95.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 10y: compounded portfolio wealth divided by compounded AXON 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…
10y analysis · Full analysis span regression · 6 months rolling