-10.5%
ISRG vs KTOS
-59.2%
+48.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -12.3% | +21.7% | +10.0% |
| 7D | +8.5% | -12.7% | +21.2% | +9.2% |
| 30D | +18.6% | -14.4% | +33.0% | +19.4% |
| 3M | +30.9% | -30.7% | +61.6% | +33.9% |
| 6M | +6.6% | -41.9% | +48.5% | +9.6% |
| YTD | -14.9% | -52.6% | +37.8% | -12.8% |
| 1Y | -10.5% | -60.1% | +49.6% | -7.2% |
| All | -10.5% | -59.2% | +48.7% | -7.2% |
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