+261.2%
ARM vs LDOS
+35.2%
+226.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.7% | -6.0% | -5.4% |
| 7D | -18.7% | -2.8% | -15.9% | -18.5% |
| 30D | -36.7% | +13.6% | -50.3% | -38.2% |
| 3M | -31.6% | +4.2% | -35.9% | -32.4% |
| 6M | -5.6% | -8.2% | +2.6% | -3.4% |
| YTD | +75.5% | -24.1% | +99.6% | +87.9% |
| 1Y | +19.3% | -31.2% | +50.6% | +32.2% |
| All | +261.2% | +35.2% | +226.0% | +345.7% |
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