+247.6%
DIA vs KTOS
+613.9%
-366.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.1% |
| 7D | -1.6% | -2.4% | +0.8% | -1.2% |
| 30D | -2.0% | -26.8% | +24.8% | +2.5% |
| 3M | +3.6% | -20.6% | +24.2% | +6.5% |
| 6M | +11.5% | -47.5% | +59.0% | +20.8% |
| YTD | +10.4% | -38.5% | +48.8% | +14.8% |
| 1Y | +15.6% | -31.0% | +46.6% | +16.5% |
| 3Y | +58.9% | +216.5% | -157.7% | +18.8% |
| 5Y | +65.3% | +105.7% | -40.3% | +29.0% |
| All | +247.6% | +613.9% | -366.3% | +124.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling