+485.2%
DIS vs KTOS
-68.7%
+553.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.5% |
| 7D | -1.3% | -2.3% | +1.1% | -1.0% |
| 30D | +2.2% | -26.3% | +28.5% | +5.6% |
| 3M | +8.1% | -14.3% | +22.4% | +9.4% |
| 6M | +5.2% | -47.2% | +52.4% | +11.6% |
| YTD | -6.3% | -38.1% | +31.8% | -3.3% |
| 1Y | -7.3% | -28.4% | +21.2% | -6.5% |
| 3Y | +33.8% | +219.6% | -185.8% | +11.2% |
| 5Y | -40.7% | +107.0% | -147.7% | -49.1% |
| 10Y | +24.3% | +619.4% | -595.2% | -9.3% |
| All | +485.2% | -68.7% | +553.9% | +359.8% |
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 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