+71.8%
LMT vs RMD
-22.9%
+94.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -2.1% |
| 7D | -1.3% | -4.7% | +3.4% | -1.0% |
| 30D | -12.5% | +0.2% | -12.8% | -12.6% |
| 3M | -0.5% | +12.0% | -12.5% | -1.4% |
| 6M | -20.0% | -12.5% | -7.5% | -19.5% |
| YTD | +10.4% | -7.9% | +18.3% | +10.7% |
| 1Y | +17.7% | -20.4% | +38.1% | +19.2% |
| 3Y | +34.3% | +53.1% | -18.8% | +28.5% |
| 5Y | +71.8% | -22.1% | +93.9% | +66.3% |
| All | +71.8% | -22.9% | +94.7% | +66.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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