-0.3%
LDOS vs BAM
+12.2%
-12.6%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.0% | +3.1% | +1.2% |
| 7D | -3.7% | +7.9% | -11.6% | -6.7% |
| 30D | +16.4% | +16.0% | +0.3% | +9.4% |
| 3M | +7.4% | +0.6% | +6.8% | +6.4% |
| 6M | -0.3% | +10.5% | -10.8% | -5.3% |
| All | -0.3% | +12.2% | -12.6% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 6mo: compounded portfolio wealth divided by compounded BAM 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…
6mo analysis · Full analysis span regression · 6 months rolling