-24.1%
RKT vs LMT
+84.8%
-108.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.1% |
| 7D | -9.0% | +5.1% | -14.1% | -9.5% |
| 30D | +30.2% | +14.1% | +16.1% | +27.5% |
| 3M | -8.8% | +0.3% | -9.1% | -9.2% |
| 6M | -0.9% | +16.1% | -17.0% | -3.7% |
| YTD | -29.2% | +25.5% | -54.6% | -32.6% |
| 1Y | -20.1% | +34.1% | -54.2% | -24.9% |
| 3Y | +81.3% | +45.1% | +36.2% | +61.3% |
| 5Y | -6.6% | +100.9% | -107.6% | -32.1% |
| All | -24.1% | +84.8% | -108.9% | -45.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling