+39.4%
RKT vs LMT
+34.6%
+4.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.2% | -0.6% | -2.8% |
| 7D | -1.0% | -1.3% | +0.4% | -1.0% |
| 30D | -2.4% | -12.5% | +10.1% | -2.9% |
| 3M | +1.9% | -0.5% | +2.4% | +1.9% |
| 6M | -13.9% | -20.0% | +6.2% | -14.1% |
| YTD | -30.6% | +10.4% | -41.0% | -30.6% |
| 1Y | -34.4% | +17.7% | -52.1% | -34.1% |
| All | +39.4% | +34.6% | +4.9% | +28.1% |
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