+1,059.7%
APH vs LDOS
+278.0%
+781.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.3% | +0.7% |
| 7D | +5.0% | -5.4% | +10.4% | +7.0% |
| 30D | -3.9% | +4.9% | -8.8% | -5.8% |
| 3M | +13.0% | +7.2% | +5.8% | +9.0% |
| 6M | +25.2% | -24.2% | +49.4% | +37.3% |
| YTD | +22.9% | -25.8% | +48.7% | +34.7% |
| 1Y | +47.8% | -24.7% | +72.6% | +60.5% |
| 3Y | +283.0% | +39.3% | +243.7% | +211.2% |
| 5Y | +349.7% | +43.3% | +306.3% | +253.0% |
| All | +1,059.7% | +278.0% | +781.7% | +555.6% |
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 2016-09-04 to 2026-09-04: 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling