+66.5%
KKR vs KTOS
+100.3%
-33.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | -6.2% | -2.4% | -3.8% | -5.7% |
| 30D | -8.9% | -26.8% | +18.0% | -2.1% |
| 3M | +6.3% | -20.6% | +26.8% | +11.1% |
| 6M | +16.5% | -47.5% | +64.0% | +32.5% |
| YTD | -20.3% | -38.5% | +18.2% | -15.4% |
| 1Y | -29.8% | -31.0% | +1.2% | -29.4% |
| 3Y | +63.2% | +216.5% | -153.4% | -0.8% |
| All | +66.5% | +100.3% | -33.8% | +9.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling