+7.3%
AVAV vs LDOS
+52.0%
-44.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | +0.1% | -9.9% | -9.9% |
| 7D | -24.3% | -3.7% | -20.6% | -22.9% |
| 30D | -28.9% | +16.4% | -45.3% | -35.3% |
| 3M | -39.3% | +7.4% | -46.7% | -42.2% |
| 6M | -38.8% | -0.3% | -38.4% | -39.4% |
| YTD | -57.8% | -24.0% | -33.8% | -51.7% |
| 1Y | -70.9% | -29.6% | -41.3% | -65.4% |
| 3Y | -14.8% | +35.1% | -49.9% | -28.6% |
| 5Y | +7.3% | +52.9% | -45.6% | -15.7% |
| All | +7.3% | +52.0% | -44.7% | -15.7% |
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