+43.3%
SHEL vs KTOS
-59.2%
+102.5%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -12.3% | +10.0% | -2.0% |
| 7D | -3.2% | -12.7% | +9.5% | -2.9% |
| 30D | +5.5% | -14.4% | +20.0% | +5.9% |
| 3M | +14.4% | -30.7% | +45.0% | +15.1% |
| 6M | +16.2% | -41.9% | +58.1% | +17.5% |
| YTD | +42.4% | -52.6% | +95.1% | +45.6% |
| 1Y | +43.3% | -60.1% | +103.4% | +47.2% |
| All | +43.3% | -59.2% | +102.5% | +47.2% |
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