+10.1%
AMT vs LDOS
-31.9%
+42.0%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.0% |
| 7D | +1.5% | -1.6% | +3.1% | +1.7% |
| 30D | +6.8% | +8.2% | -1.4% | +5.8% |
| 3M | +11.2% | -8.2% | +19.4% | +12.2% |
| 6M | +12.5% | +5.8% | +6.6% | +10.8% |
| YTD | +12.5% | -27.0% | +39.5% | +10.3% |
| 1Y | +10.1% | -31.0% | +41.1% | +9.9% |
| All | +10.1% | -31.9% | +42.0% | +9.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling