+432.3%
ASX vs LDOS
+43.9%
+388.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.2% |
| 7D | -0.7% | -5.4% | +4.7% | -0.1% |
| 30D | +2.0% | +4.9% | -2.9% | +1.3% |
| 3M | -1.3% | +7.2% | -8.5% | -2.0% |
| 6M | +71.4% | -24.2% | +95.7% | +78.3% |
| YTD | +135.3% | -25.8% | +161.1% | +144.1% |
| 1Y | +267.5% | -24.7% | +292.2% | +279.4% |
| 3Y | +388.5% | +39.3% | +349.2% | +334.5% |
| All | +432.3% | +43.9% | +388.4% | +357.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling