+1,048.0%
STX vs KTOS
+100.3%
+947.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.1% | -3.6% |
| 7D | -2.3% | -2.4% | +0.1% | -1.8% |
| 30D | -5.5% | -26.8% | +21.4% | -0.2% |
| 3M | -4.3% | -20.6% | +16.3% | -1.0% |
| 6M | +115.6% | -47.5% | +163.1% | +138.0% |
| YTD | +202.2% | -38.5% | +240.7% | +217.2% |
| 1Y | +325.3% | -31.0% | +356.3% | +327.9% |
| 3Y | +1,283.9% | +216.5% | +1,067.4% | +849.6% |
| All | +1,048.0% | +100.3% | +947.7% | +743.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling