-64.2%
DOCS vs KTOS
-28.1%
-36.1%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.6% | +2.1% |
| 7D | -8.8% | -2.3% | -6.5% | -8.7% |
| 30D | -5.4% | -26.3% | +20.9% | -3.7% |
| 3M | +22.1% | -14.3% | +36.4% | +22.9% |
| 6M | -0.3% | -47.2% | +46.9% | +1.9% |
| YTD | -44.2% | -38.1% | -6.1% | -44.8% |
| 1Y | -64.2% | -28.4% | -35.7% | -61.9% |
| All | -64.2% | -28.1% | -36.1% | -61.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling