+2,566.1%
NOW vs KTOS
+748.0%
+1,818.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | -9.9% | -2.3% | -7.6% | -9.4% |
| 30D | +2.8% | -26.3% | +29.1% | +9.6% |
| 3M | +23.7% | -14.3% | +38.0% | +26.3% |
| 6M | +12.5% | -47.2% | +59.7% | +26.6% |
| YTD | -14.4% | -38.1% | +23.7% | -9.5% |
| 1Y | -29.0% | -28.4% | -0.5% | -28.7% |
| 3Y | +9.3% | +219.6% | -210.3% | -27.7% |
| 5Y | +1.2% | +107.0% | -105.7% | -28.6% |
| 10Y | +791.3% | +619.4% | +171.9% | +326.1% |
| All | +2,566.1% | +748.0% | +1,818.0% | +1,097.1% |
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