+24.6%
IAU vs KTOS
-25.6%
+50.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.3% | -0.8% |
| 7D | -0.5% | -8.0% | +7.5% | +0.4% |
| 30D | +4.4% | -13.6% | +18.0% | +6.0% |
| 3M | -1.1% | -24.6% | +23.5% | +1.5% |
| 6M | -13.7% | -46.3% | +32.6% | -9.0% |
| YTD | +2.7% | -37.0% | +39.7% | +6.7% |
| 1Y | +24.6% | -24.8% | +49.4% | +30.6% |
| All | +24.6% | -25.6% | +50.3% | +30.6% |
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