-7.9%
SHW vs KTOS
-25.6%
+17.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.5% |
| 7D | -3.2% | -8.0% | +4.8% | -2.7% |
| 30D | -9.5% | -13.6% | +4.1% | -8.7% |
| 3M | +11.5% | -24.6% | +36.0% | +13.1% |
| 6M | -3.5% | -46.3% | +42.8% | -0.8% |
| YTD | +3.7% | -37.0% | +40.7% | +4.0% |
| 1Y | -7.9% | -24.8% | +16.9% | -8.4% |
| All | -7.9% | -25.6% | +17.7% | -8.4% |
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 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