+226.8%
SOXX vs KTOS
+216.1%
+10.6%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.0% |
| 7D | +1.4% | -2.4% | +3.7% | +1.8% |
| 30D | -3.6% | -26.8% | +23.3% | +2.2% |
| 3M | -10.2% | -20.6% | +10.4% | -6.9% |
| 6M | +54.2% | -47.5% | +101.7% | +70.8% |
| YTD | +75.2% | -38.5% | +113.7% | +83.7% |
| 1Y | +107.5% | -31.0% | +138.5% | +109.2% |
| 3Y | +226.8% | +216.5% | +10.2% | +132.9% |
| All | +226.8% | +216.1% | +10.6% | +132.9% |
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 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