+996.8%
ATI vs LDOS
+254.8%
+741.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.2% | -1.8% |
| 7D | +1.3% | +1.9% | -0.5% | +0.2% |
| 30D | -4.8% | +12.8% | -17.5% | -12.0% |
| 3M | -19.9% | -1.0% | -18.9% | -20.8% |
| 6M | +15.4% | +6.2% | +9.2% | +8.0% |
| YTD | +59.2% | -23.2% | +82.4% | +78.1% |
| 1Y | +86.3% | -29.5% | +115.7% | +120.7% |
| 3Y | +318.2% | +37.1% | +281.2% | +188.5% |
| 5Y | +958.6% | +55.6% | +903.0% | +534.2% |
| 10Y | +996.8% | +249.4% | +747.3% | +338.1% |
| All | +996.8% | +254.8% | +741.9% | +338.1% |
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 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