+954.5%
ATI vs LDOS
+51.2%
+903.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.3% | +2.8% | +4.4% |
| 7D | +6.0% | -5.8% | +11.8% | +7.8% |
| 30D | -3.6% | +11.6% | -15.2% | -7.4% |
| 3M | -18.9% | -1.0% | -17.9% | -19.2% |
| 6M | +16.7% | +5.1% | +11.7% | +13.5% |
| YTD | +61.1% | -24.0% | +85.1% | +74.5% |
| 1Y | +89.3% | -30.3% | +119.6% | +112.9% |
| 3Y | +333.3% | +37.0% | +296.4% | +237.6% |
| 5Y | +954.5% | +53.4% | +901.1% | +668.7% |
| All | +954.5% | +51.2% | +903.3% | +668.7% |
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