+748.4%
ASX vs LDOS
+248.5%
+499.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.3% | +8.7% | +7.0% |
| 7D | -19.9% | -7.2% | -12.7% | -18.6% |
| 30D | -30.9% | +16.8% | -47.7% | -33.7% |
| 3M | -15.1% | -1.6% | -13.5% | -15.4% |
| 6M | -6.5% | -1.0% | -5.5% | -7.2% |
| YTD | +98.4% | -25.8% | +124.2% | +110.7% |
| 1Y | +107.9% | -31.1% | +138.9% | +125.6% |
| 3Y | +325.3% | +32.8% | +292.5% | +261.0% |
| 5Y | +447.3% | +49.4% | +397.9% | +336.2% |
| All | +748.4% | +248.5% | +499.9% | +513.5% |
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