+14,300.2%
AAPL vs LDOS
+494.7%
+13,805.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.5% | -3.0% | -2.7% |
| 7D | +0.1% | -5.4% | +5.5% | +1.8% |
| 30D | +3.0% | +4.9% | -1.9% | +1.3% |
| 3M | +2.9% | +7.2% | -4.3% | 0.0% |
| 6M | +22.1% | -24.2% | +46.4% | +32.0% |
| YTD | +18.0% | -25.8% | +43.8% | +27.2% |
| 1Y | +33.9% | -24.7% | +58.6% | +43.3% |
| 3Y | +71.2% | +39.3% | +31.9% | +43.9% |
| 5Y | +112.6% | +43.3% | +69.3% | +73.6% |
| 10Y | +1,198.8% | +278.6% | +920.2% | +646.3% |
| All | +14,300.2% | +494.7% | +13,805.4% | +6,667.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling