+2,088.2%
APH vs LDOS
+494.7%
+1,593.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -5.1% | -42.7% | -45.7% |
| 7D | -48.7% | -4.9% | -43.8% | -46.7% |
| 30D | -51.9% | +4.9% | -56.8% | -52.1% |
| 3M | -43.6% | +7.2% | -50.7% | -44.8% |
| 6M | -37.5% | -24.2% | -13.3% | -29.7% |
| YTD | -38.6% | -25.8% | -12.8% | -31.1% |
| 1Y | -26.3% | -24.7% | -1.6% | -18.1% |
| 3Y | +89.2% | +39.3% | +49.9% | +56.5% |
| 5Y | +119.8% | +43.3% | +76.5% | +75.6% |
| 10Y | +454.3% | +278.6% | +175.7% | +176.8% |
| All | +2,088.2% | +494.7% | +1,593.5% | +702.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling