+5.8%
APA vs LDOS
+39.7%
-33.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.5% | -3.7% | -3.3% |
| 7D | +0.5% | -5.4% | +6.0% | +1.7% |
| 30D | +23.4% | +4.9% | +18.5% | +22.2% |
| 3M | +12.7% | +7.2% | +5.5% | +11.1% |
| 6M | +39.4% | -24.2% | +63.7% | +48.8% |
| YTD | +79.0% | -25.8% | +104.8% | +89.9% |
| 1Y | +88.8% | -24.7% | +113.5% | +99.7% |
| All | +5.8% | +39.7% | -33.9% | -8.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling