-4.0%
SW vs KTOS
-28.1%
+24.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | -6.7% | -2.3% | -4.4% | -6.6% |
| 30D | -14.2% | -26.3% | +12.1% | -12.3% |
| 3M | +9.4% | -14.3% | +23.7% | +10.5% |
| 6M | +0.8% | -47.2% | +48.0% | +3.7% |
| YTD | +12.4% | -38.1% | +50.5% | +10.6% |
| 1Y | -4.0% | -28.4% | +24.5% | -4.6% |
| All | -4.0% | -28.1% | +24.1% | -4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling