+90.5%
APH vs LDOS
+39.7%
+50.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -5.1% | -42.7% | -46.4% |
| 7D | -48.7% | -4.9% | -43.8% | -47.4% |
| 30D | -51.9% | +4.9% | -56.8% | -51.6% |
| 3M | -43.6% | +7.2% | -50.7% | -43.3% |
| 6M | -37.5% | -24.2% | -13.3% | -32.4% |
| YTD | -38.6% | -25.8% | -12.8% | -33.6% |
| 1Y | -26.3% | -24.7% | -1.6% | -20.7% |
| All | +90.5% | +39.7% | +50.8% | +71.4% |
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