+538.1%
AXTI vs LDOS
+43.9%
+494.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +0.5% | +9.2% | +9.6% |
| 7D | +5.1% | -5.4% | +10.5% | +6.0% |
| 30D | -10.2% | +4.9% | -15.0% | -11.0% |
| 3M | -41.8% | +7.2% | -49.0% | -42.5% |
| 6M | +57.5% | -24.2% | +81.8% | +67.7% |
| YTD | +277.0% | -25.8% | +302.8% | +299.3% |
| 1Y | +1,982.4% | -24.7% | +2,007.1% | +2,106.9% |
| 3Y | +2,234.8% | +39.3% | +2,195.6% | +2,067.3% |
| All | +538.1% | +43.9% | +494.2% | +478.1% |
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