+3,743.1%
ASX vs KTOS
-92.1%
+3,835.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.9% |
| 7D | +5.2% | -2.4% | +7.6% | +5.6% |
| 30D | +0.5% | -26.8% | +27.3% | +5.1% |
| 3M | +8.3% | -20.6% | +28.9% | +11.6% |
| 6M | +82.0% | -47.5% | +129.5% | +97.5% |
| YTD | +147.6% | -38.5% | +186.1% | +159.0% |
| 1Y | +258.8% | -31.0% | +289.8% | +265.9% |
| 3Y | +452.1% | +216.5% | +235.5% | +338.5% |
| 5Y | +441.7% | +105.7% | +336.1% | +347.6% |
| 10Y | +946.1% | +615.0% | +331.1% | +590.9% |
| All | +3,743.1% | -92.1% | +3,835.2% | +2,883.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling