+137.0%
KTOS vs POET
-20.5%
+157.5%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.6% | -5.2% | -0.8% |
| 7D | -2.4% | +0.4% | -2.7% | -2.4% |
| 30D | -26.8% | -10.4% | -16.5% | -26.5% |
| 3M | -20.6% | -29.3% | +8.8% | -19.6% |
| 6M | -47.5% | +6.9% | -54.3% | -49.2% |
| YTD | -38.5% | +25.6% | -64.1% | -41.0% |
| 1Y | -31.0% | +49.2% | -80.2% | -34.5% |
| 3Y | +216.5% | +128.4% | +88.1% | +183.8% |
| 5Y | +105.7% | -4.2% | +109.9% | +87.0% |
| 10Y | +615.0% | +30.3% | +584.7% | +523.0% |
| All | +137.0% | -20.5% | +157.5% | +92.1% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 all: compounded portfolio wealth divided by compounded POET 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…
all analysis · Full analysis span regression · 6 months rolling