-18.0%
GIS vs KTOS
-25.6%
+7.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.5% |
| 7D | -7.8% | -8.0% | +0.2% | -8.1% |
| 30D | +6.6% | -13.6% | +20.2% | +6.0% |
| 3M | +21.0% | -24.6% | +45.5% | +20.3% |
| 6M | -9.1% | -46.3% | +37.3% | -10.9% |
| YTD | -13.6% | -37.0% | +23.4% | -13.9% |
| 1Y | -18.0% | -24.8% | +6.8% | -21.0% |
| All | -18.0% | -25.6% | +7.6% | -21.0% |
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