+1,333.8%
AAOI vs LDOS
+41.1%
+1,292.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.9% | +8.6% | +6.6% |
| 7D | +7.9% | -7.1% | +15.0% | +10.4% |
| 30D | -17.8% | -6.1% | -11.7% | -16.3% |
| 3M | -43.3% | +5.6% | -48.9% | -44.6% |
| 6M | +16.7% | -26.9% | +43.6% | +31.6% |
| YTD | +220.0% | -27.9% | +247.9% | +259.6% |
| 1Y | +372.1% | -26.8% | +398.9% | +429.2% |
| 3Y | +845.3% | +39.6% | +805.8% | +750.3% |
| 5Y | +1,333.8% | +39.4% | +1,294.4% | +1,056.8% |
| All | +1,333.8% | +41.1% | +1,292.7% | +1,056.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 5y: compounded portfolio wealth divided by compounded LDOS 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…
5y analysis · Full analysis span regression · 6 months rolling