+2,550.6%
SOXX vs KTOS
-21.8%
+2,572.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.0% |
| 7D | +1.4% | -2.4% | +3.7% | +1.9% |
| 30D | -3.6% | -26.8% | +23.3% | +2.5% |
| 3M | -10.2% | -20.6% | +10.4% | -6.6% |
| 6M | +54.2% | -47.5% | +101.7% | +72.0% |
| YTD | +75.2% | -38.5% | +113.7% | +86.2% |
| 1Y | +107.5% | -31.0% | +138.5% | +113.4% |
| 3Y | +226.8% | +216.5% | +10.2% | +139.8% |
| 5Y | +251.2% | +105.7% | +145.5% | +172.6% |
| 10Y | +1,567.6% | +615.0% | +952.6% | +860.3% |
| All | +2,550.6% | -21.8% | +2,572.4% | +1,417.1% |
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