+1,265.1%
CVX vs KTOS
-68.9%
+1,334.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.7% |
| 7D | +2.6% | -2.4% | +5.0% | +2.8% |
| 30D | +9.8% | -26.8% | +36.7% | +12.4% |
| 3M | +16.2% | -20.6% | +36.8% | +17.8% |
| 6M | +13.6% | -47.5% | +61.1% | +18.3% |
| YTD | +44.4% | -38.5% | +82.9% | +47.5% |
| 1Y | +40.6% | -31.0% | +71.6% | +41.6% |
| 3Y | +48.2% | +216.5% | -168.4% | +30.0% |
| 5Y | +172.3% | +105.7% | +66.6% | +143.3% |
| 10Y | +222.3% | +615.0% | -392.7% | +161.0% |
| All | +1,265.1% | -68.9% | +1,334.0% | +1,014.5% |
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