+901.1%
ATI vs LDOS
+49.1%
+851.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.3% | +6.7% | +5.1% |
| 7D | +6.2% | -7.2% | +13.4% | +8.4% |
| 30D | -7.1% | +16.8% | -23.9% | -12.2% |
| 3M | -21.3% | -1.6% | -19.7% | -21.6% |
| 6M | +6.5% | -1.0% | +7.5% | +5.7% |
| YTD | +53.2% | -25.8% | +78.9% | +67.1% |
| 1Y | +82.7% | -31.1% | +113.8% | +105.9% |
| 3Y | +314.3% | +32.8% | +281.5% | +226.4% |
| All | +901.1% | +49.1% | +851.9% | +638.6% |
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