+18.9%
IWM vs KTOS
-59.2%
+78.2%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -12.3% | +13.8% | +2.9% |
| 7D | +1.0% | -12.7% | +13.6% | +2.4% |
| 30D | +0.2% | -14.4% | +14.6% | +1.8% |
| 3M | -5.6% | -30.7% | +25.1% | -1.8% |
| 6M | +2.7% | -41.9% | +44.7% | +8.5% |
| YTD | +16.2% | -52.6% | +68.8% | +22.3% |
| 1Y | +18.9% | -60.1% | +79.1% | +27.9% |
| All | +18.9% | -59.2% | +78.2% | +27.9% |
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 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