+296.7%
ATI vs LDOS
+35.4%
+261.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.1% | -6.1% | -6.0% |
| 7D | -3.8% | -3.7% | -0.1% | -3.2% |
| 30D | -13.5% | +16.4% | -29.9% | -16.6% |
| 3M | -17.9% | +7.4% | -25.3% | -19.7% |
| 6M | +8.4% | -0.3% | +8.7% | +8.2% |
| YTD | +46.7% | -24.0% | +70.7% | +56.3% |
| 1Y | +74.5% | -29.6% | +104.0% | +91.1% |
| All | +296.7% | +35.4% | +261.4% | +198.3% |
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