-20.8%
ACHR vs LDOS
+54.3%
-75.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.1% | -3.2% | -2.5% |
| 7D | +14.0% | +1.9% | +12.2% | +13.0% |
| 30D | -5.0% | +12.8% | -17.8% | -10.2% |
| 3M | -24.8% | -1.0% | -23.7% | -24.8% |
| 6M | -27.3% | +6.2% | -33.5% | -29.8% |
| YTD | -37.4% | -23.2% | -14.1% | -30.6% |
| 1Y | -44.3% | -29.5% | -14.8% | -35.9% |
| 3Y | -5.2% | +37.1% | -42.3% | -14.0% |
| 5Y | -20.8% | +55.6% | -76.5% | -31.5% |
| All | -20.8% | +54.3% | -75.1% | -31.5% |
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