+54.2%
RGTI vs LMT
+57.1%
-2.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +0.8% |
| 7D | +0.5% | -0.2% | +0.7% | +0.5% |
| 30D | -17.1% | -13.1% | -4.0% | -15.8% |
| 3M | -26.0% | -3.9% | -22.1% | -25.6% |
| 6M | -9.9% | -18.3% | +8.4% | -7.8% |
| YTD | -31.1% | +10.3% | -41.4% | -31.9% |
| 1Y | -8.5% | +14.2% | -22.7% | -9.7% |
| 3Y | +652.2% | +35.0% | +617.2% | +588.7% |
| 5Y | +56.8% | +73.2% | -16.5% | +41.5% |
| All | +54.2% | +57.1% | -2.9% | +39.9% |
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