+7.0%
SHW vs KTOS
-59.2%
+66.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -12.3% | +18.9% | +7.2% |
| 7D | +13.3% | -12.7% | +26.0% | +13.9% |
| 30D | +14.1% | -14.4% | +28.6% | +14.9% |
| 3M | +0.8% | -30.7% | +31.4% | +2.8% |
| 6M | +17.6% | -41.9% | +59.6% | +20.8% |
| YTD | +13.0% | -52.6% | +65.6% | +14.0% |
| 1Y | +7.0% | -60.1% | +67.1% | +11.0% |
| All | +7.0% | -59.2% | +66.2% | +11.0% |
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