+606.4%
KTOS vs RMD
+274.3%
+332.0%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | -2.4% | -4.4% | +2.1% | -0.9% |
| 30D | -26.8% | -3.1% | -23.7% | -26.1% |
| 3M | -20.6% | +13.8% | -34.3% | -24.9% |
| 6M | -47.5% | -8.6% | -38.9% | -46.3% |
| YTD | -38.5% | -8.6% | -29.9% | -37.2% |
| 1Y | -31.0% | -19.7% | -11.3% | -26.3% |
| 3Y | +216.5% | +48.4% | +168.2% | +162.1% |
| 5Y | +105.7% | -22.7% | +128.4% | +111.2% |
| All | +606.4% | +274.3% | +332.0% | +322.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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