+2,203.0%
INTU vs KTOS
-68.9%
+2,271.8%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.4% | +2.9% |
| 7D | -3.3% | -2.4% | -1.0% | -3.0% |
| 30D | -3.9% | -26.8% | +22.9% | +0.3% |
| 3M | +16.6% | -20.6% | +37.2% | +19.5% |
| 6M | -26.4% | -47.5% | +21.1% | -20.8% |
| YTD | -51.0% | -38.5% | -12.5% | -49.2% |
| 1Y | -50.8% | -31.0% | -19.8% | -50.3% |
| 3Y | -40.1% | +216.5% | -256.6% | -53.2% |
| 5Y | -41.2% | +105.7% | -146.9% | -52.1% |
| 10Y | +218.6% | +615.0% | -396.4% | +108.2% |
| All | +2,203.0% | -68.9% | +2,271.8% | +2,077.7% |
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