+216.5%
KTOS vs WEC
+39.2%
+177.4%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -2.4% | -0.6% | -1.8% | -2.3% |
| 30D | -26.8% | -2.6% | -24.2% | -26.6% |
| 3M | -20.6% | -6.0% | -14.5% | -19.9% |
| 6M | -47.5% | -5.4% | -42.1% | -47.2% |
| YTD | -38.5% | +2.5% | -41.0% | -39.2% |
| 1Y | -31.0% | -0.7% | -30.3% | -31.5% |
| 3Y | +216.5% | +38.7% | +177.8% | +185.0% |
| All | +216.5% | +39.2% | +177.4% | +185.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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