+1,216.8%
ARES vs LDOS
+248.5%
+968.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +1.2% |
| 7D | +4.5% | -7.2% | +11.8% | +8.1% |
| 30D | +15.7% | +16.8% | -1.1% | +7.9% |
| 3M | -2.0% | -1.6% | -0.4% | -1.7% |
| 6M | +10.4% | -1.0% | +11.4% | +9.8% |
| YTD | -14.2% | -25.8% | +11.5% | -3.9% |
| 1Y | -7.8% | -31.1% | +23.3% | +6.9% |
| 3Y | +41.4% | +32.8% | +8.6% | +15.3% |
| 5Y | +83.7% | +49.4% | +34.3% | +38.6% |
| All | +1,216.8% | +248.5% | +968.4% | +582.6% |
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 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