+228.2%
AON vs LDOS
+248.5%
-20.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.3% | -0.5% | -2.1% |
| 7D | +4.4% | -7.2% | +11.6% | +6.7% |
| 30D | +24.1% | +16.8% | +7.3% | +18.3% |
| 3M | -7.0% | -1.6% | -5.4% | -6.7% |
| 6M | +9.1% | -1.0% | +10.1% | +8.6% |
| YTD | -4.4% | -25.8% | +21.4% | +3.0% |
| 1Y | -0.8% | -31.1% | +30.3% | +9.4% |
| 3Y | +5.1% | +32.8% | -27.7% | -9.8% |
| 5Y | +20.4% | +49.4% | -29.0% | -2.6% |
| All | +228.2% | +248.5% | -20.2% | +123.2% |
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