-8.0%
APO vs LDOS
-31.2%
+23.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | +0.2% |
| 7D | +0.8% | -7.2% | +8.0% | +2.9% |
| 30D | +1.0% | +16.8% | -15.8% | -2.7% |
| 3M | -8.4% | -1.6% | -6.8% | -7.8% |
| 6M | -9.1% | -1.0% | -8.1% | -9.3% |
| YTD | -18.3% | -25.8% | +7.4% | -12.9% |
| 1Y | -8.0% | -31.1% | +23.1% | +2.1% |
| All | -8.0% | -31.2% | +23.2% | +2.1% |
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