+225.4%
KTOS vs DOCU
+112.5%
+112.9%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -2.6% |
| 7D | -3.4% | +4.1% | -7.4% | -4.2% |
| 30D | -13.8% | +7.4% | -21.1% | -15.2% |
| 3M | -46.0% | +26.0% | -72.0% | -48.8% |
| 6M | -35.4% | +79.2% | -114.6% | -43.8% |
| YTD | -55.3% | +18.1% | -73.4% | -58.0% |
| 1Y | -52.7% | +20.5% | -73.2% | -55.7% |
| 3Y | +87.2% | +96.4% | -9.2% | +50.3% |
| 5Y | +56.0% | -69.5% | +125.5% | +66.8% |
| All | +225.4% | +112.5% | +112.9% | +88.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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