+137.9%
APO vs LDOS
+43.9%
+94.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.8% |
| 7D | -1.0% | -5.4% | +4.4% | +0.8% |
| 30D | +3.5% | +4.9% | -1.4% | +1.7% |
| 3M | +4.5% | +7.2% | -2.6% | +1.7% |
| 6M | +22.8% | -24.2% | +47.0% | +33.9% |
| YTD | -6.5% | -25.8% | +19.3% | +2.2% |
| 1Y | +0.8% | -24.7% | +25.5% | +9.5% |
| 3Y | +62.0% | +39.3% | +22.7% | +36.8% |
| All | +137.9% | +43.9% | +94.0% | +96.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling