+408.6%
AEM vs LDOS
+228.4%
+180.2%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.1% | -2.0% | -3.8% |
| 7D | -5.6% | -3.5% | -2.2% | -5.3% |
| 30D | -3.9% | +9.5% | -13.4% | -4.8% |
| 3M | -3.4% | -6.3% | +2.9% | -3.0% |
| 6M | -9.0% | +2.8% | -11.8% | -9.6% |
| YTD | +5.9% | -26.6% | +32.6% | +9.0% |
| 1Y | +4.0% | -31.3% | +35.3% | +7.8% |
| 3Y | +298.8% | +30.9% | +267.8% | +281.0% |
| 5Y | +250.7% | +49.4% | +201.3% | +228.2% |
| All | +408.6% | +228.4% | +180.2% | +351.6% |
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