+930.3%
ATI vs LDOS
+226.9%
+703.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.5% |
| 7D | +4.2% | -1.6% | +5.8% | +5.1% |
| 30D | -2.5% | +8.2% | -10.8% | -7.9% |
| 3M | -19.4% | -8.2% | -11.2% | -16.8% |
| 6M | +11.1% | +5.8% | +5.2% | +4.0% |
| YTD | +59.5% | -27.0% | +86.5% | +83.5% |
| 1Y | +85.8% | -31.0% | +116.7% | +122.1% |
| 3Y | +311.9% | +29.3% | +282.6% | +194.2% |
| 5Y | +963.2% | +48.7% | +914.5% | +553.5% |
| All | +930.3% | +226.9% | +703.4% | +288.4% |
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 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