+923.3%
AXTI vs LDOS
+500.4%
+422.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | -2.4% | +21.9% | +20.2% |
| 7D | -1.2% | -1.3% | +0.1% | -1.0% |
| 30D | -24.2% | +10.1% | -34.3% | -27.0% |
| 3M | -36.3% | -4.7% | -31.7% | -36.4% |
| 6M | -62.7% | +5.6% | -68.2% | -64.3% |
| YTD | +187.3% | -25.1% | +212.4% | +202.8% |
| 1Y | +344.8% | -31.7% | +376.5% | +384.9% |
| 3Y | +2,272.2% | +33.7% | +2,238.5% | +1,927.0% |
| 5Y | +419.6% | +54.4% | +365.2% | +311.8% |
| 10Y | +888.8% | +236.4% | +652.4% | +497.4% |
| All | +923.3% | +500.4% | +422.9% | +358.1% |
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 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