+85.1%
BKR vs LDOS
+494.7%
-409.6%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.5% |
| 7D | +1.7% | -5.4% | +7.2% | +4.3% |
| 30D | +3.3% | +4.9% | -1.5% | +0.8% |
| 3M | -3.6% | +7.2% | -10.8% | -7.7% |
| 6M | +5.0% | -24.2% | +29.3% | +17.6% |
| YTD | +40.9% | -25.8% | +66.8% | +57.6% |
| 1Y | +39.2% | -24.7% | +63.9% | +54.0% |
| 3Y | +83.7% | +39.3% | +44.5% | +44.2% |
| 5Y | +207.5% | +43.3% | +164.2% | +133.1% |
| 10Y | +136.3% | +278.6% | -142.2% | +10.7% |
| All | +85.1% | +494.7% | -409.6% | -37.1% |
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