-31.2%
LDOS vs AHR
+26.3%
-57.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | +0.8% |
| 7D | -2.8% | +9.5% | -12.3% | -2.5% |
| 30D | +13.6% | +11.7% | +1.9% | +14.1% |
| 3M | +4.2% | +4.0% | +0.2% | +3.9% |
| 6M | -8.2% | +13.5% | -21.7% | -8.1% |
| YTD | -24.1% | +21.6% | -45.7% | -24.1% |
| 1Y | -31.2% | +25.1% | -56.3% | -32.0% |
| All | -31.2% | +26.3% | -57.5% | -32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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