-11.4%
RKT vs KTOS
+100.3%
-111.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.1% |
| 7D | -6.3% | -2.4% | -3.9% | -5.6% |
| 30D | -6.2% | -26.8% | +20.6% | +2.0% |
| 3M | -1.9% | -20.6% | +18.7% | +3.4% |
| 6M | -13.0% | -47.5% | +34.5% | +1.8% |
| YTD | -31.9% | -38.5% | +6.6% | -25.0% |
| 1Y | -37.6% | -31.0% | -6.6% | -35.0% |
| 3Y | +36.8% | +216.5% | -179.7% | -27.0% |
| All | -11.4% | +100.3% | -111.7% | -47.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling