+51.9%
JNJ vs KTOS
-56.3%
+108.3%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -12.3% | +16.1% | +3.6% |
| 7D | +1.9% | -12.7% | +14.6% | +1.7% |
| 30D | +9.2% | -14.4% | +23.7% | +9.0% |
| 3M | +8.9% | -30.7% | +39.6% | +8.3% |
| 6M | +24.6% | -41.9% | +66.5% | +23.8% |
| YTD | +35.7% | -52.6% | +88.3% | +37.3% |
| All | +51.9% | -56.3% | +108.3% | +54.0% |
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