+606.4%
KTOS vs BEN
+56.6%
+549.7%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -2.4% | -3.1% | +0.7% | -0.8% |
| 30D | -26.8% | +0.2% | -27.0% | -27.0% |
| 3M | -20.6% | +6.8% | -27.4% | -23.2% |
| 6M | -47.5% | +38.1% | -85.6% | -55.3% |
| YTD | -38.5% | +44.3% | -82.8% | -49.0% |
| 1Y | -31.0% | +42.6% | -73.6% | -42.6% |
| 3Y | +216.5% | +52.3% | +164.2% | +145.5% |
| 5Y | +105.7% | +37.6% | +68.0% | +63.2% |
| All | +606.4% | +56.6% | +549.7% | +346.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling