+2,303.0%
FIX vs KTOS
+100.3%
+2,202.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.6% | +6.9% | +6.5% |
| 7D | +5.0% | -2.4% | +7.4% | +5.7% |
| 30D | -2.7% | -26.8% | +24.1% | +6.2% |
| 3M | -8.2% | -20.6% | +12.3% | -3.2% |
| 6M | +20.3% | -47.5% | +67.7% | +41.1% |
| YTD | +81.4% | -38.5% | +119.9% | +97.3% |
| 1Y | +121.5% | -31.0% | +152.5% | +129.8% |
| 3Y | +807.4% | +216.5% | +590.9% | +493.8% |
| All | +2,303.0% | +100.3% | +2,202.7% | +1,741.2% |
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