+47.1%
EQT vs KTOS
+613.9%
-566.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.5% |
| 7D | -2.0% | -2.4% | +0.4% | -1.6% |
| 30D | 0.0% | -26.8% | +26.9% | +5.5% |
| 3M | +5.9% | -20.6% | +26.5% | +9.4% |
| 6M | -14.8% | -47.5% | +32.7% | -6.2% |
| YTD | +1.8% | -38.5% | +40.3% | +5.9% |
| 1Y | +7.4% | -31.0% | +38.4% | +7.5% |
| 3Y | +33.6% | +216.5% | -182.9% | -8.1% |
| 5Y | +199.3% | +105.7% | +93.6% | +116.7% |
| All | +47.1% | +613.9% | -566.8% | -15.9% |
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 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