+209.2%
AON vs LDOS
+260.1%
-51.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.9% | +0.6% | -1.4% |
| 7D | -3.2% | -7.1% | +3.9% | -1.1% |
| 30D | -11.9% | -6.1% | -5.8% | -10.3% |
| 3M | -2.9% | +5.6% | -8.5% | -5.1% |
| 6M | -6.8% | -26.9% | +20.1% | +1.7% |
| YTD | -10.1% | -27.9% | +17.9% | -2.1% |
| 1Y | -14.2% | -26.8% | +12.6% | -7.3% |
| 3Y | -3.3% | +39.6% | -42.8% | -18.7% |
| 5Y | +13.6% | +39.4% | -25.8% | -5.9% |
| 10Y | +209.2% | +260.0% | -50.8% | +88.8% |
| All | +209.2% | +260.1% | -51.0% | +88.8% |
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