+216.5%
KTOS vs WWD
+167.6%
+48.9%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -1.4% |
| 7D | -2.4% | -2.6% | +0.2% | -1.0% |
| 30D | -26.8% | -6.9% | -19.9% | -23.8% |
| 3M | -20.6% | -13.0% | -7.5% | -14.6% |
| 6M | -47.5% | -12.5% | -35.0% | -44.2% |
| YTD | -38.5% | +11.8% | -50.3% | -43.1% |
| 1Y | -31.0% | +41.1% | -72.1% | -43.6% |
| 3Y | +216.5% | +163.1% | +53.5% | +81.4% |
| All | +216.5% | +167.6% | +48.9% | +81.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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