+1,725.3%
CAH vs KTOS
-68.9%
+1,794.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.6% |
| 7D | -5.1% | -2.4% | -2.7% | -5.0% |
| 30D | +0.2% | -26.8% | +27.0% | +2.1% |
| 3M | +6.3% | -20.6% | +26.9% | +7.5% |
| 6M | +9.4% | -47.5% | +56.9% | +13.0% |
| YTD | +15.0% | -38.5% | +53.5% | +17.0% |
| 1Y | +55.4% | -31.0% | +86.5% | +56.4% |
| 3Y | +173.8% | +216.5% | -42.7% | +146.9% |
| 5Y | +395.2% | +105.7% | +289.5% | +352.8% |
| 10Y | +293.2% | +615.0% | -321.8% | +229.5% |
| All | +1,725.3% | -68.9% | +1,794.2% | +1,529.2% |
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 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