+1,909.8%
LOW vs KTOS
-68.9%
+1,978.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | -3.7% | -2.4% | -1.4% | -3.5% |
| 30D | -8.9% | -26.8% | +18.0% | -5.8% |
| 3M | -10.4% | -20.6% | +10.2% | -8.6% |
| 6M | -19.4% | -47.5% | +28.1% | -14.6% |
| YTD | -17.1% | -38.5% | +21.4% | -14.5% |
| 1Y | -26.3% | -31.0% | +4.7% | -25.5% |
| 3Y | -9.9% | +216.5% | -226.4% | -24.7% |
| 5Y | +6.1% | +105.7% | -99.6% | -9.0% |
| 10Y | +230.8% | +615.0% | -384.2% | +142.3% |
| All | +1,909.8% | -68.9% | +1,978.6% | +1,406.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KTOS.
Daily Out/Under-Performance
Portfolio return minus KTOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KTOS 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 KTOS 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