+381.4%
RIO vs LDOS
+262.7%
+118.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.3% | +0.9% | +2.6% |
| 7D | +4.4% | -5.8% | +10.3% | +6.0% |
| 30D | -8.9% | +11.6% | -20.4% | -11.7% |
| 3M | -12.7% | -1.0% | -11.7% | -12.9% |
| 6M | -16.2% | +5.1% | -21.3% | -18.3% |
| YTD | +13.4% | -24.0% | +37.4% | +20.3% |
| 1Y | +30.9% | -30.3% | +61.2% | +42.6% |
| 3Y | +60.2% | +37.0% | +23.2% | +33.1% |
| 5Y | +98.9% | +53.4% | +45.6% | +54.7% |
| 10Y | +381.4% | +252.0% | +129.5% | +221.4% |
| All | +381.4% | +262.7% | +118.8% | +221.4% |
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