+97.5%
KTOS vs EQX
+83.7%
+13.9%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.3% | -0.9% |
| 7D | -2.4% | -3.2% | +0.8% | -1.8% |
| 30D | -26.8% | +7.8% | -34.6% | -28.2% |
| 3M | -20.6% | +21.3% | -41.9% | -24.0% |
| 6M | -47.5% | -22.4% | -25.1% | -45.7% |
| YTD | -38.5% | -11.3% | -27.2% | -38.1% |
| 1Y | -31.0% | +13.5% | -44.5% | -33.4% |
| 3Y | +216.5% | +162.1% | +54.4% | +158.8% |
| All | +97.5% | +83.7% | +13.9% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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