+276.2%
BLK vs LDOS
+260.1%
+16.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.9% | +1.0% | -0.7% |
| 7D | -2.4% | -7.1% | +4.7% | +0.5% |
| 30D | -3.1% | -6.1% | +2.9% | -0.8% |
| 3M | +10.7% | +5.6% | +5.1% | +7.3% |
| 6M | +15.9% | -26.9% | +42.8% | +30.4% |
| YTD | +4.0% | -27.9% | +31.9% | +16.7% |
| 1Y | +1.3% | -26.8% | +28.1% | +12.3% |
| 3Y | +69.6% | +39.6% | +30.0% | +32.4% |
| 5Y | +33.8% | +39.4% | -5.6% | +1.8% |
| 10Y | +276.2% | +260.0% | +16.2% | +91.0% |
| All | +276.2% | +260.1% | +16.0% | +91.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling