+53.1%
RGTI vs LDOS
+36.8%
+16.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -1.2% |
| 7D | -0.1% | -2.1% | +2.0% | +1.0% |
| 30D | -16.2% | -8.0% | -8.1% | -12.2% |
| 3M | -22.0% | +6.8% | -28.9% | -25.9% |
| 6M | -10.8% | -24.5% | +13.7% | +5.3% |
| YTD | -31.6% | -27.8% | -3.8% | -17.2% |
| 1Y | -6.4% | -27.4% | +21.1% | +13.3% |
| 3Y | +665.7% | +39.9% | +625.7% | +498.8% |
| 5Y | +55.6% | +42.1% | +13.6% | +21.4% |
| All | +53.1% | +36.8% | +16.4% | +19.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling