+620.9%
KTOS vs GEN
+164.3%
+456.6%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.8% | -1.9% | +0.9% |
| 7D | -0.5% | +2.5% | -3.0% | -1.2% |
| 30D | -26.3% | +10.8% | -37.1% | -28.5% |
| 3M | -17.6% | +29.7% | -47.3% | -23.7% |
| 6M | -45.6% | +53.4% | -99.0% | -52.3% |
| YTD | -37.3% | +17.3% | -54.6% | -40.9% |
| 1Y | -31.2% | +9.9% | -41.2% | -34.0% |
| 3Y | +223.2% | +73.3% | +149.9% | +170.7% |
| 5Y | +115.5% | +33.1% | +82.4% | +90.8% |
| 10Y | +620.9% | +166.3% | +454.6% | +397.6% |
| All | +620.9% | +164.3% | +456.6% | +397.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling