+4,477.6%
SMCI vs KTOS
+267.6%
+4,210.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.6% | +7.9% | +7.4% |
| 7D | +1.3% | -2.4% | +3.7% | +1.8% |
| 30D | +6.6% | -26.8% | +33.5% | +14.1% |
| 3M | +25.4% | -20.6% | +46.0% | +31.2% |
| 6M | +26.1% | -47.5% | +73.6% | +44.8% |
| YTD | +37.0% | -38.5% | +75.5% | +49.6% |
| 1Y | -8.8% | -31.0% | +22.2% | -2.8% |
| 3Y | +44.6% | +216.5% | -171.9% | +11.4% |
| 5Y | +995.9% | +105.7% | +890.2% | +791.1% |
| 10Y | +1,801.4% | +615.0% | +1,186.4% | +1,109.2% |
| All | +4,477.6% | +267.6% | +4,210.0% | +2,319.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling