+36.9%
LMT vs AXON
-50.5%
+87.4%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.2% | +2.7% | +2.5% |
| 7D | -5.6% | -27.4% | +21.8% | -4.1% |
| 30D | +18.4% | -28.5% | +46.8% | +20.3% |
| 3M | +0.6% | -49.3% | +49.9% | +3.6% |
| 6M | +20.6% | -25.0% | +45.6% | +22.0% |
| YTD | +27.0% | -46.7% | +73.7% | +31.1% |
| 1Y | +36.9% | -48.3% | +85.1% | +42.2% |
| All | +36.9% | -50.5% | +87.4% | +42.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling