+97.5%
KTOS vs ACWI
+67.4%
+30.1%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.8% |
| 7D | -2.4% | -1.0% | -1.3% | -1.1% |
| 30D | -26.8% | -0.9% | -26.0% | -26.0% |
| 3M | -20.6% | +3.5% | -24.1% | -23.9% |
| 6M | -47.5% | +12.8% | -60.3% | -54.5% |
| YTD | -38.5% | +14.0% | -52.5% | -47.3% |
| 1Y | -31.0% | +19.2% | -50.2% | -43.6% |
| 3Y | +216.5% | +75.1% | +141.4% | +64.3% |
| All | +97.5% | +67.4% | +30.1% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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