+949.2%
ATI vs LDOS
+48.3%
+900.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.6% |
| 7D | +4.2% | -1.6% | +5.8% | +4.6% |
| 30D | -2.5% | +8.2% | -10.8% | -5.5% |
| 3M | -19.4% | -8.2% | -11.2% | -17.8% |
| 6M | +11.1% | +5.8% | +5.2% | +7.5% |
| YTD | +59.5% | -27.0% | +86.5% | +74.9% |
| 1Y | +85.8% | -31.0% | +116.7% | +108.9% |
| 3Y | +311.9% | +29.3% | +282.6% | +226.9% |
| All | +949.2% | +48.3% | +900.9% | +663.8% |
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