+63.2%
DHI vs KTOS
+100.3%
-37.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.8% |
| 7D | -3.4% | -2.4% | -1.0% | -3.1% |
| 30D | -5.4% | -26.8% | +21.4% | -1.5% |
| 3M | -10.4% | -20.6% | +10.1% | -8.2% |
| 6M | -2.8% | -47.5% | +44.7% | +4.8% |
| YTD | -3.4% | -38.5% | +35.1% | 0.0% |
| 1Y | -22.9% | -31.0% | +8.1% | -22.8% |
| 3Y | +20.7% | +216.5% | -195.9% | -18.9% |
| All | +63.2% | +100.3% | -37.1% | +14.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling