+111.7%
RIOT vs LMT
+34.5%
+77.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.1% | +3.6% | +2.6% |
| 7D | -1.5% | -0.2% | -1.3% | -1.5% |
| 30D | +5.7% | -13.1% | +18.7% | +7.0% |
| 3M | -17.9% | -3.9% | -14.0% | -17.9% |
| 6M | +45.0% | -18.3% | +63.2% | +48.5% |
| YTD | +69.5% | +10.3% | +59.1% | +68.3% |
| 1Y | +37.2% | +14.2% | +23.0% | +36.7% |
| 3Y | +111.7% | +35.0% | +76.8% | +108.9% |
| All | +111.7% | +34.5% | +77.3% | +108.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling