+749.7%
AXTI vs LDOS
+262.7%
+487.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.3% | +8.0% | +9.7% |
| 7D | -11.0% | -5.8% | -5.1% | -9.7% |
| 30D | -37.3% | +11.6% | -48.9% | -39.7% |
| 3M | -51.6% | -1.0% | -50.6% | -52.1% |
| 6M | -63.1% | +5.1% | -68.2% | -64.5% |
| YTD | +162.4% | -24.0% | +186.5% | +178.6% |
| 1Y | +353.6% | -30.3% | +383.9% | +399.4% |
| 3Y | +1,972.9% | +37.0% | +1,936.0% | +1,620.2% |
| 5Y | +370.0% | +53.4% | +316.6% | +261.0% |
| 10Y | +749.7% | +252.0% | +497.7% | +350.4% |
| All | +749.7% | +262.7% | +487.0% | +350.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling