+197.7%
AON vs KTOS
+613.9%
-416.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.0% | -1.6% |
| 7D | -6.3% | -2.4% | -4.0% | -6.1% |
| 30D | -14.1% | -26.8% | +12.7% | -11.4% |
| 3M | -9.5% | -20.6% | +11.1% | -7.8% |
| 6M | -4.0% | -47.5% | +43.5% | +1.4% |
| YTD | -13.8% | -38.5% | +24.7% | -11.8% |
| 1Y | -18.3% | -31.0% | +12.7% | -18.3% |
| 3Y | -7.2% | +216.5% | -223.7% | -26.4% |
| 5Y | +7.3% | +105.7% | -98.3% | -12.4% |
| All | +197.7% | +613.9% | -416.3% | +115.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling