+6.6%
DOCS vs KTOS
+216.5%
-209.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.0% | +2.1% | -0.4% |
| 7D | -8.1% | -2.2% | -5.9% | -7.7% |
| 30D | -5.6% | -25.1% | +19.5% | -0.8% |
| 3M | +18.3% | -16.8% | +35.1% | +21.4% |
| 6M | -5.1% | -49.5% | +44.4% | +6.3% |
| YTD | -45.4% | -38.4% | -6.9% | -43.8% |
| 1Y | -65.2% | -27.6% | -37.6% | -66.8% |
| All | +6.6% | +216.5% | -209.9% | -37.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling