+216.5%
KTOS vs BEN
+51.0%
+165.6%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -2.4% | -3.1% | +0.7% | -1.1% |
| 30D | -26.8% | +0.2% | -27.0% | -26.9% |
| 3M | -20.6% | +6.8% | -27.4% | -22.6% |
| 6M | -47.5% | +38.1% | -85.6% | -53.5% |
| YTD | -38.5% | +44.3% | -82.8% | -46.6% |
| 1Y | -31.0% | +42.6% | -73.6% | -40.0% |
| 3Y | +216.5% | +52.3% | +164.2% | +168.3% |
| All | +216.5% | +51.0% | +165.6% | +168.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling