+34.8%
KO vs LDOS
-26.7%
+61.5%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.9% | +3.2% | +0.3% |
| 7D | +0.4% | -7.1% | +7.6% | +0.4% |
| 30D | +1.5% | -6.1% | +7.6% | +1.5% |
| 3M | +11.8% | +5.6% | +6.2% | +11.0% |
| 6M | +16.2% | -26.9% | +43.1% | +12.2% |
| YTD | +28.1% | -27.9% | +56.0% | +22.7% |
| 1Y | +34.8% | -26.8% | +61.5% | +28.5% |
| All | +34.8% | -26.7% | +61.5% | +28.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling