+545.8%
KTOS vs FIVN
+285.7%
+260.1%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -0.9% |
| 7D | -2.4% | -7.8% | +5.5% | -0.9% |
| 30D | -26.8% | -1.7% | -25.1% | -26.8% |
| 3M | -20.6% | +47.2% | -67.8% | -27.1% |
| 6M | -47.5% | +82.7% | -130.2% | -54.6% |
| YTD | -38.5% | +52.9% | -91.4% | -45.5% |
| 1Y | -31.0% | +17.5% | -48.5% | -35.7% |
| 3Y | +216.5% | -55.8% | +272.4% | +247.1% |
| 5Y | +105.7% | -82.3% | +188.0% | +156.8% |
| 10Y | +615.0% | +116.5% | +498.5% | +429.4% |
| All | +545.8% | +285.7% | +260.1% | +325.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 all: compounded portfolio wealth divided by compounded FIVN 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…
all analysis · Full analysis span regression · 6 months rolling