+356.3%
AXTI vs LDOS
+48.3%
+308.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.5% | -3.9% |
| 7D | +7.6% | -1.6% | +9.2% | +7.7% |
| 30D | -32.1% | +8.2% | -40.3% | -33.0% |
| 3M | -46.0% | -8.2% | -37.8% | -45.5% |
| 6M | -65.7% | +5.8% | -71.5% | -66.2% |
| YTD | +155.9% | -27.0% | +182.9% | +171.4% |
| 1Y | +300.8% | -31.0% | +331.8% | +334.1% |
| 3Y | +1,981.6% | +29.3% | +1,952.3% | +1,814.8% |
| All | +356.3% | +48.3% | +308.0% | +303.3% |
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