+2,692.9%
SU vs KTOS
-68.9%
+2,761.7%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.1% |
| 7D | +2.2% | -2.4% | +4.6% | +2.4% |
| 30D | +8.4% | -26.8% | +35.3% | +11.3% |
| 3M | +12.1% | -20.6% | +32.7% | +13.8% |
| 6M | +19.7% | -47.5% | +67.2% | +25.2% |
| YTD | +58.4% | -38.5% | +96.9% | +62.3% |
| 1Y | +67.2% | -31.0% | +98.2% | +68.5% |
| 3Y | +125.0% | +216.5% | -91.5% | +94.3% |
| 5Y | +355.1% | +105.7% | +249.4% | +302.0% |
| 10Y | +263.7% | +615.0% | -351.3% | +189.4% |
| All | +2,692.9% | -68.9% | +2,761.7% | +1,933.0% |
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