-40.6%
DIS vs KTOS
+100.3%
-140.9%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.8% |
| 7D | +1.2% | -2.4% | +3.5% | +1.5% |
| 30D | +3.2% | -26.8% | +30.1% | +7.9% |
| 3M | +7.0% | -20.6% | +27.6% | +9.9% |
| 6M | +6.4% | -47.5% | +53.9% | +15.4% |
| YTD | -5.6% | -38.5% | +32.9% | -2.2% |
| 1Y | -7.7% | -31.0% | +23.3% | -7.6% |
| 3Y | +33.2% | +216.5% | -183.4% | -9.7% |
| All | -40.6% | +100.3% | -140.9% | -57.0% |
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