+36.2%
LMT vs AXON
+42.7%
-6.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -18.2% | +16.6% | -0.6% |
| 7D | -11.0% | -26.8% | +15.9% | -9.6% |
| 30D | +13.6% | -22.9% | +36.5% | +15.0% |
| 3M | -2.1% | -40.1% | +38.0% | +0.2% |
| 6M | +11.7% | -18.9% | +30.6% | +12.3% |
| YTD | +19.4% | -44.9% | +64.3% | +22.0% |
| 1Y | +24.1% | -46.7% | +70.7% | +27.0% |
| 3Y | +36.2% | +44.3% | -8.2% | +33.1% |
| All | +36.2% | +42.7% | -6.5% | +33.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling