+1,560.5%
AXTI vs LDOS
+258.9%
+1,301.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.7% |
| 7D | +21.0% | -4.2% | +25.2% | +22.5% |
| 30D | -6.6% | -7.9% | +1.2% | -4.6% |
| 3M | -12.1% | +4.1% | -16.2% | -14.3% |
| 6M | +78.7% | -28.2% | +106.9% | +96.9% |
| YTD | +321.5% | -28.5% | +350.0% | +359.2% |
| 1Y | +2,166.8% | -27.7% | +2,194.5% | +2,368.0% |
| 3Y | +2,807.6% | +38.4% | +2,769.2% | +2,318.0% |
| 5Y | +651.5% | +38.0% | +613.5% | +507.8% |
| 10Y | +1,560.5% | +262.1% | +1,298.4% | +1,040.6% |
| All | +1,560.5% | +258.9% | +1,301.5% | +1,040.6% |
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 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