+1,700.7%
NOK vs LMT
+5,699.1%
-3,998.4%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.2% | +3.2% | +1.8% |
| 7D | +9.3% | -1.3% | +10.7% | +9.8% |
| 30D | +17.9% | -12.5% | +30.4% | +23.2% |
| 3M | -22.3% | -0.5% | -21.9% | -23.0% |
| 6M | +36.4% | -20.0% | +56.4% | +45.5% |
| YTD | +66.3% | +10.4% | +55.9% | +57.0% |
| 1Y | +134.4% | +17.7% | +116.7% | +115.7% |
| 3Y | +186.6% | +34.3% | +152.3% | +146.4% |
| 5Y | +102.7% | +71.8% | +30.9% | +54.7% |
| 10Y | +129.8% | +187.0% | -57.2% | +42.9% |
| All | +1,700.7% | +5,699.1% | -3,998.4% | +430.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LMT.
Daily Out/Under-Performance
Portfolio return minus LMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LMT 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 all: compounded portfolio wealth divided by compounded LMT 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…
all analysis · Full analysis span regression · 6 months rolling