+301.0%
AEM vs LDOS
+49.1%
+251.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.3% | +3.6% | +1.6% |
| 7D | +15.8% | -7.2% | +23.0% | +16.7% |
| 30D | +6.2% | +16.8% | -10.6% | +4.5% |
| 3M | +14.3% | -1.6% | +15.9% | +14.3% |
| 6M | +1.4% | -1.0% | +2.4% | +1.3% |
| YTD | +13.7% | -25.8% | +39.5% | +17.5% |
| 1Y | +21.3% | -31.1% | +52.4% | +26.4% |
| 3Y | +309.9% | +32.8% | +277.1% | +283.4% |
| All | +301.0% | +49.1% | +251.8% | +257.7% |
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