+215.7%
BKR vs LDOS
+41.1%
+174.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.9% | +3.5% | +1.5% |
| 7D | +0.4% | -7.1% | +7.6% | +2.5% |
| 30D | +3.9% | -6.1% | +9.9% | +5.6% |
| 3M | -1.1% | +5.6% | -6.7% | -3.1% |
| 6M | +7.6% | -26.9% | +34.5% | +18.1% |
| YTD | +41.9% | -27.9% | +69.8% | +55.1% |
| 1Y | +42.2% | -26.8% | +69.0% | +54.3% |
| 3Y | +84.3% | +39.6% | +44.7% | +47.7% |
| 5Y | +215.7% | +39.4% | +176.3% | +147.0% |
| All | +215.7% | +41.1% | +174.6% | +147.0% |
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