-60.1%
KTOS vs SWK
+87.6%
-147.8%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +13.1% | -25.4% | -14.6% |
| 7D | -12.7% | +17.9% | -30.5% | -16.2% |
| 30D | -14.4% | +31.9% | -46.4% | -20.9% |
| 3M | -30.7% | +16.6% | -47.2% | -33.2% |
| 6M | -41.9% | +61.1% | -103.1% | -49.9% |
| YTD | -52.6% | +64.2% | -116.8% | -60.5% |
| 1Y | -60.1% | +85.2% | -145.4% | -67.6% |
| All | -60.1% | +87.6% | -147.8% | -67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 1y: compounded portfolio wealth divided by compounded SWK 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…
1y analysis · Full analysis span regression · 6 months rolling