+839.9%
APO vs LDOS
+241.3%
+598.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +1.4% |
| 7D | +0.2% | -1.3% | +1.5% | +0.8% |
| 30D | +3.1% | +10.1% | -7.0% | -1.8% |
| 3M | -12.0% | -4.7% | -7.3% | -10.2% |
| 6M | -5.0% | +5.6% | -10.5% | -8.7% |
| YTD | -14.0% | -25.1% | +11.1% | -2.8% |
| 1Y | -5.9% | -31.7% | +25.7% | +11.6% |
| 3Y | +51.6% | +33.7% | +17.9% | +18.2% |
| 5Y | +80.8% | +54.4% | +26.4% | +24.8% |
| 10Y | +839.9% | +236.4% | +603.5% | +356.2% |
| All | +839.9% | +241.3% | +598.7% | +356.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling