+787.5%
KR vs LDOS
+495.0%
+292.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.3% | -0.2% | -2.0% |
| 7D | +1.4% | -7.2% | +8.6% | +3.0% |
| 30D | +14.3% | +16.8% | -2.6% | +10.7% |
| 3M | +18.9% | -1.6% | +20.5% | +19.1% |
| 6M | +3.8% | -1.0% | +4.8% | +3.5% |
| YTD | +10.2% | -25.8% | +36.0% | +15.9% |
| 1Y | +9.2% | -31.1% | +40.2% | +16.5% |
| 3Y | +60.3% | +32.8% | +27.5% | +45.7% |
| 5Y | +78.3% | +49.4% | +28.9% | +56.3% |
| 10Y | +169.9% | +253.9% | -84.0% | +80.5% |
| All | +787.5% | +495.0% | +292.5% | +370.9% |
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