+4.4%
HWM vs KTOS
-59.2%
+63.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -12.3% | +8.0% | -2.4% |
| 7D | +9.4% | -12.7% | +22.1% | +11.6% |
| 30D | -7.0% | -14.4% | +7.4% | -4.8% |
| 3M | -25.9% | -30.7% | +4.8% | -22.1% |
| 6M | -10.8% | -41.9% | +31.1% | -5.1% |
| YTD | +4.3% | -52.6% | +56.9% | +11.5% |
| 1Y | +4.4% | -60.1% | +64.5% | +12.8% |
| All | +4.4% | -59.2% | +63.6% | +12.8% |
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