-40.3%
SOFI vs KTOS
-55.0%
+14.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.1% | -4.1% | -0.9% |
| 7D | -3.3% | -14.6% | +11.3% | +2.0% |
| 30D | +3.5% | -16.3% | +19.8% | +10.1% |
| 3M | -10.4% | -38.9% | +28.4% | +6.7% |
| 6M | -0.6% | -42.9% | +42.4% | +19.4% |
| YTD | -38.1% | -53.8% | +15.7% | -30.9% |
| 1Y | -40.3% | -51.5% | +11.2% | -36.8% |
| All | -40.3% | -55.0% | +14.7% | -36.8% |
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