+861.6%
ASX vs LDOS
+278.0%
+583.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.1% |
| 7D | -0.7% | -5.4% | +4.7% | +0.7% |
| 30D | +2.0% | +4.9% | -2.9% | +0.5% |
| 3M | -1.3% | +7.2% | -8.5% | -3.6% |
| 6M | +71.4% | -24.2% | +95.7% | +83.8% |
| YTD | +135.3% | -25.8% | +161.1% | +151.3% |
| 1Y | +267.5% | -24.7% | +292.2% | +289.6% |
| 3Y | +388.5% | +39.3% | +349.2% | +310.5% |
| 5Y | +417.1% | +43.3% | +373.8% | +320.9% |
| All | +861.6% | +278.0% | +583.6% | +531.2% |
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 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