+81.0%
ROIV vs LDOS
-31.3%
+112.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.1% | -4.3% | -4.2% |
| 7D | -2.4% | -3.7% | +1.3% | -2.1% |
| 30D | +3.1% | +16.4% | -13.3% | +1.7% |
| 3M | +5.8% | +7.4% | -1.6% | +4.8% |
| 6M | +29.3% | -0.3% | +29.6% | +31.1% |
| YTD | +68.8% | -24.0% | +92.8% | +80.7% |
| 1Y | +81.0% | -29.6% | +110.6% | +100.2% |
| All | +81.0% | -31.3% | +112.3% | +100.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling