+48.5%
AMZN vs KTOS
+100.3%
-51.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.6% | +2.1% |
| 7D | -0.7% | -2.4% | +1.7% | -0.2% |
| 30D | -3.9% | -26.8% | +22.9% | +2.2% |
| 3M | +6.3% | -20.6% | +26.9% | +10.4% |
| 6M | +20.8% | -47.5% | +68.2% | +35.3% |
| YTD | +11.2% | -38.5% | +49.7% | +16.6% |
| 1Y | +11.7% | -31.0% | +42.7% | +11.6% |
| 3Y | +79.4% | +216.5% | -137.1% | +7.8% |
| All | +48.5% | +100.3% | -51.8% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KTOS.
Daily Out/Under-Performance
Portfolio return minus KTOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KTOS 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 5y: compounded portfolio wealth divided by compounded KTOS 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…
5y analysis · Full analysis span regression · 6 months rolling