+20,174.1%
SOXL vs KTOS
+228.8%
+19,945.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.6% | +5.9% | +5.7% |
| 7D | +3.9% | -2.4% | +6.2% | +5.4% |
| 30D | -14.3% | -26.8% | +12.5% | +5.9% |
| 3M | -45.6% | -20.6% | -25.0% | -37.3% |
| 6M | +117.2% | -47.5% | +164.7% | +225.2% |
| YTD | +189.8% | -38.5% | +228.3% | +263.6% |
| 1Y | +317.7% | -31.0% | +348.7% | +373.7% |
| 3Y | +478.6% | +216.5% | +262.1% | +107.9% |
| 5Y | +169.5% | +105.7% | +63.8% | +32.8% |
| 10Y | +5,222.1% | +615.0% | +4,607.0% | +1,068.9% |
| All | +20,174.1% | +228.8% | +19,945.3% | +7,689.7% |
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