+789.1%
NOW vs KTOS
+613.9%
+175.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.7% | +1.2% |
| 7D | -6.2% | -2.4% | -3.8% | -5.7% |
| 30D | +6.1% | -26.8% | +32.9% | +13.0% |
| 3M | +28.6% | -20.6% | +49.1% | +33.6% |
| 6M | +14.6% | -47.5% | +62.1% | +28.8% |
| YTD | -13.5% | -38.5% | +25.0% | -8.6% |
| 1Y | -29.4% | -31.0% | +1.6% | -28.7% |
| 3Y | +9.4% | +216.5% | -207.2% | -28.4% |
| 5Y | +2.3% | +105.7% | -103.4% | -29.0% |
| All | +789.1% | +613.9% | +175.2% | +402.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling