+622.3%
HWM vs KTOS
+100.3%
+522.0%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.4% | +0.9% |
| 7D | -11.4% | -2.4% | -9.1% | -11.0% |
| 30D | -18.5% | -26.8% | +8.4% | -12.4% |
| 3M | -13.2% | -20.6% | +7.4% | -9.2% |
| 6M | -8.7% | -47.5% | +38.8% | +4.0% |
| YTD | +12.2% | -38.5% | +50.7% | +19.4% |
| 1Y | +24.9% | -31.0% | +55.9% | +26.7% |
| 3Y | +383.9% | +216.5% | +167.4% | +205.5% |
| All | +622.3% | +100.3% | +522.0% | +421.4% |
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