+25.9%
LMT vs KR
+10.2%
+15.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +3.2% | -10.1% | -7.4% |
| 7D | -5.5% | +6.1% | -11.6% | -6.6% |
| 30D | +17.5% | +17.3% | +0.1% | +14.4% |
| 3M | +1.6% | +20.2% | -18.6% | -1.5% |
| 6M | +16.3% | +3.3% | +13.0% | +15.6% |
| YTD | +25.3% | +12.3% | +13.0% | +22.5% |
| 1Y | +25.9% | +10.6% | +15.2% | +22.4% |
| All | +25.9% | +10.2% | +15.7% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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