+211.0%
HAL vs KTOS
-68.9%
+279.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.6% |
| 7D | -3.3% | -2.4% | -1.0% | -3.0% |
| 30D | +8.2% | -26.8% | +35.0% | +12.8% |
| 3M | -9.4% | -20.6% | +11.1% | -7.2% |
| 6M | +0.6% | -47.5% | +48.1% | +8.1% |
| YTD | +28.6% | -38.5% | +67.1% | +33.9% |
| 1Y | +63.9% | -31.0% | +94.9% | +66.6% |
| 3Y | -7.1% | +216.5% | -223.7% | -25.4% |
| 5Y | +102.3% | +105.7% | -3.4% | +68.7% |
| 10Y | +3.7% | +615.0% | -611.3% | -26.4% |
| All | +211.0% | -68.9% | +279.9% | +144.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling