+1,754.0%
HCA vs KTOS
+240.1%
+1,513.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.5% |
| 7D | +5.4% | -2.4% | +7.8% | +5.8% |
| 30D | +3.0% | -26.8% | +29.8% | +7.6% |
| 3M | +13.0% | -20.6% | +33.6% | +16.1% |
| 6M | -20.3% | -47.5% | +27.2% | -13.8% |
| YTD | -8.2% | -38.5% | +30.3% | -4.7% |
| 1Y | +6.7% | -31.0% | +37.7% | +7.5% |
| 3Y | +60.4% | +216.5% | -156.2% | +20.6% |
| 5Y | +73.4% | +105.7% | -32.2% | +35.6% |
| 10Y | +506.9% | +615.0% | -108.1% | +276.8% |
| All | +1,754.0% | +240.1% | +1,513.9% | +1,207.9% |
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 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