+31,776.8%
AVGO vs KTOS
+407.5%
+31,369.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.5% |
| 7D | +1.1% | -2.4% | +3.5% | +1.7% |
| 30D | -13.0% | -26.8% | +13.8% | -6.8% |
| 3M | -6.0% | -20.6% | +14.6% | -1.8% |
| 6M | +6.4% | -47.5% | +53.9% | +20.2% |
| YTD | +5.0% | -38.5% | +43.5% | +12.1% |
| 1Y | +1.4% | -31.0% | +32.4% | +4.2% |
| 3Y | +336.8% | +216.5% | +120.3% | +206.6% |
| 5Y | +698.2% | +105.7% | +592.5% | +493.0% |
| 10Y | +2,837.0% | +615.0% | +2,222.0% | +1,434.4% |
| All | +31,776.8% | +407.5% | +31,369.3% | +16,786.7% |
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