+97.5%
KTOS vs LCID
-97.9%
+195.4%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.8% |
| 7D | -2.4% | -9.8% | +7.5% | -0.8% |
| 30D | -26.8% | -35.5% | +8.6% | -21.9% |
| 3M | -20.6% | -18.4% | -2.2% | -20.8% |
| 6M | -47.5% | -60.5% | +13.0% | -41.2% |
| YTD | -38.5% | -60.1% | +21.6% | -31.4% |
| 1Y | -31.0% | -78.8% | +47.8% | -15.8% |
| 3Y | +216.5% | -92.8% | +309.3% | +320.8% |
| All | +97.5% | -97.9% | +195.4% | +201.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 5y: compounded portfolio wealth divided by compounded LCID 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…
5y analysis · Full analysis span regression · 6 months rolling