-60.1%
KTOS vs GEN
+20.2%
-80.3%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +4.0% | -16.2% | -13.1% |
| 7D | -12.7% | +26.9% | -39.5% | -17.6% |
| 30D | -14.4% | +38.6% | -53.1% | -20.9% |
| 3M | -30.7% | +9.7% | -40.4% | -32.9% |
| 6M | -41.9% | +58.9% | -100.8% | -50.2% |
| YTD | -52.6% | +15.3% | -68.0% | -56.3% |
| 1Y | -60.1% | +21.8% | -81.9% | -64.9% |
| All | -60.1% | +20.2% | -80.3% | -64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling