+404.3%
ASX vs LDOS
+35.2%
+369.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.7% | -4.7% | -3.9% |
| 7D | -14.6% | -2.8% | -11.8% | -14.6% |
| 30D | -21.1% | +13.6% | -34.7% | -21.2% |
| 3M | -3.1% | +4.2% | -7.3% | -3.1% |
| 6M | +17.4% | -8.2% | +25.6% | +19.2% |
| YTD | +135.3% | -24.1% | +159.4% | +141.4% |
| 1Y | +146.5% | -31.2% | +177.7% | +156.4% |
| All | +404.3% | +35.2% | +369.1% | +336.4% |
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