+81.1%
OKTA vs KTOS
-29.4%
+110.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.6% |
| 7D | -2.4% | -2.4% | 0.0% | -2.1% |
| 30D | +13.0% | -26.8% | +39.9% | +18.5% |
| 3M | +41.7% | -20.6% | +62.3% | +45.9% |
| 6M | +105.9% | -47.5% | +153.4% | +121.0% |
| YTD | +92.6% | -38.5% | +131.0% | +97.9% |
| 1Y | +81.1% | -31.0% | +112.1% | +86.6% |
| All | +81.1% | -29.4% | +110.4% | +86.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling