+8.8%
APH vs LDOS
-31.2%
+40.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.3% | +6.4% | +4.0% |
| 7D | -5.9% | -7.2% | +1.3% | -6.3% |
| 30D | -14.8% | +16.8% | -31.7% | -15.0% |
| 3M | -12.4% | -1.6% | -10.8% | -12.2% |
| 6M | +8.1% | -1.0% | +9.0% | +10.5% |
| YTD | +10.9% | -25.8% | +36.7% | +15.1% |
| 1Y | +8.8% | -31.1% | +39.9% | +17.2% |
| All | +8.8% | -31.2% | +40.0% | +17.2% |
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 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