+40.7%
SMH vs KTOS
-56.3%
+97.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -12.3% | +9.5% | -0.6% |
| 7D | -11.2% | -12.7% | +1.5% | -9.1% |
| 30D | -20.4% | -14.4% | -6.0% | -18.4% |
| 3M | -12.4% | -30.7% | +18.3% | -7.3% |
| 6M | -0.5% | -41.9% | +41.4% | +7.2% |
| YTD | +40.0% | -52.6% | +92.7% | +46.4% |
| All | +40.7% | -56.3% | +97.0% | +46.9% |
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 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