+71.4%
KR vs LDOS
+30.5%
+40.9%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.9% | +1.5% |
| 7D | +4.6% | -1.6% | +6.2% | +4.8% |
| 30D | +12.2% | +8.2% | +4.0% | +11.3% |
| 3M | +24.6% | -8.2% | +32.7% | +25.4% |
| 6M | +8.2% | +5.8% | +2.3% | +7.1% |
| YTD | +15.3% | -27.0% | +42.2% | +16.7% |
| 1Y | +9.8% | -31.0% | +40.7% | +11.6% |
| 3Y | +71.4% | +29.3% | +42.1% | +63.8% |
| All | +71.4% | +30.5% | +40.9% | +63.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling