+1,191.2%
AAPL vs LDOS
+274.0%
+917.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.5% | -3.0% | -2.7% |
| 7D | +0.1% | -5.4% | +5.5% | +1.7% |
| 30D | +3.0% | +4.9% | -1.9% | +1.3% |
| 3M | +2.9% | +7.2% | -4.3% | +0.1% |
| 6M | +22.1% | -24.2% | +46.4% | +31.9% |
| YTD | +18.0% | -25.8% | +43.8% | +27.0% |
| 1Y | +33.9% | -24.7% | +58.6% | +43.1% |
| 3Y | +71.2% | +39.3% | +31.9% | +40.3% |
| 5Y | +112.6% | +43.3% | +69.3% | +68.7% |
| All | +1,191.2% | +274.0% | +917.2% | +712.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling