+282.9%
SMH vs KTOS
+216.1%
+66.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.6% |
| 7D | +0.3% | -2.4% | +2.6% | +0.7% |
| 30D | -2.8% | -26.8% | +24.1% | +2.8% |
| 3M | -6.7% | -20.6% | +13.9% | -3.5% |
| 6M | +41.8% | -47.5% | +89.3% | +56.3% |
| YTD | +57.9% | -38.5% | +96.4% | +65.1% |
| 1Y | +87.6% | -31.0% | +118.6% | +88.8% |
| 3Y | +282.9% | +216.5% | +66.4% | +179.0% |
| All | +282.9% | +216.1% | +66.8% | +179.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling