+1,570.8%
APO vs LDOS
+547.4%
+1,023.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.1% | -4.6% | -4.5% |
| 7D | -1.1% | -3.7% | +2.6% | +0.5% |
| 30D | +1.1% | +16.4% | -15.2% | -5.3% |
| 3M | -9.2% | +7.4% | -16.6% | -12.4% |
| 6M | -9.2% | -0.3% | -8.9% | -10.0% |
| YTD | -18.0% | -24.0% | +6.0% | -9.6% |
| 1Y | -10.9% | -29.6% | +18.7% | +1.5% |
| 3Y | +44.4% | +35.1% | +9.3% | +19.6% |
| 5Y | +67.9% | +52.9% | +15.0% | +28.6% |
| 10Y | +876.2% | +262.2% | +613.9% | +455.2% |
| All | +1,570.8% | +547.4% | +1,023.4% | +625.6% |
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