+216.5%
KTOS vs GEN
+60.3%
+156.3%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.9% |
| 7D | -2.4% | -1.3% | -1.1% | -2.0% |
| 30D | -26.8% | +6.1% | -33.0% | -28.3% |
| 3M | -20.6% | +27.0% | -47.5% | -26.4% |
| 6M | -47.5% | +43.9% | -91.4% | -53.6% |
| YTD | -38.5% | +13.0% | -51.5% | -41.7% |
| 1Y | -31.0% | +4.0% | -35.0% | -33.0% |
| 3Y | +216.5% | +66.2% | +150.4% | +183.1% |
| All | +216.5% | +60.3% | +156.3% | +183.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling