-40.1%
INTU vs KTOS
+216.1%
-256.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.4% | +2.9% |
| 7D | -3.3% | -2.4% | -1.0% | -3.2% |
| 30D | -3.9% | -26.8% | +22.9% | -2.1% |
| 3M | +16.6% | -20.6% | +37.2% | +18.3% |
| 6M | -26.4% | -47.5% | +21.1% | -23.0% |
| YTD | -51.0% | -38.5% | -12.5% | -50.5% |
| 1Y | -50.8% | -31.0% | -19.8% | -51.5% |
| 3Y | -40.1% | +216.5% | -256.6% | -55.9% |
| All | -40.1% | +216.1% | -256.2% | -55.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling