+223.2%
KTOS vs INDA
+7.8%
+215.5%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.1% |
| 7D | -0.5% | -3.0% | +2.5% | +1.3% |
| 30D | -26.3% | -2.7% | -23.6% | -25.2% |
| 3M | -17.6% | +0.2% | -17.8% | -17.8% |
| 6M | -45.6% | +0.8% | -46.4% | -45.9% |
| YTD | -37.3% | -10.4% | -26.9% | -35.1% |
| 1Y | -31.2% | -8.9% | -22.4% | -29.6% |
| 3Y | +223.2% | +7.8% | +215.4% | +194.2% |
| All | +223.2% | +7.8% | +215.5% | +194.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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