+41.1%
ARES vs LDOS
+35.4%
+5.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.3% |
| 7D | +4.9% | -3.7% | +8.6% | +6.2% |
| 30D | +13.6% | +16.4% | -2.8% | +8.0% |
| 3M | -3.3% | +7.4% | -10.7% | -5.8% |
| 6M | +11.0% | -0.3% | +11.3% | +10.0% |
| YTD | -14.4% | -24.0% | +9.6% | -8.2% |
| 1Y | -9.1% | -29.6% | +20.4% | -0.2% |
| All | +41.1% | +35.4% | +5.7% | +25.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling