+1,242.9%
AXTI vs LDOS
+494.7%
+748.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +0.5% | +9.2% | +9.5% |
| 7D | +5.1% | -5.4% | +10.5% | +7.0% |
| 30D | -10.2% | +4.9% | -15.0% | -11.7% |
| 3M | -41.8% | +7.2% | -49.0% | -43.9% |
| 6M | +57.5% | -24.2% | +81.8% | +69.3% |
| YTD | +277.0% | -25.8% | +302.8% | +303.8% |
| 1Y | +1,982.4% | -24.7% | +2,007.1% | +2,126.7% |
| 3Y | +2,234.8% | +39.3% | +2,195.6% | +1,887.1% |
| 5Y | +528.3% | +43.3% | +485.0% | +416.5% |
| 10Y | +1,310.5% | +278.6% | +1,032.0% | +729.4% |
| All | +1,242.9% | +494.7% | +748.2% | +510.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling