-5.7%
SWKS vs KTOS
+218.1%
-223.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.5% | +9.3% | +9.7% |
| 7D | +17.5% | -2.3% | +19.9% | +17.9% |
| 30D | +23.0% | -26.3% | +49.3% | +27.7% |
| 3M | +19.5% | -14.3% | +33.8% | +21.2% |
| 6M | +54.3% | -47.2% | +101.5% | +64.6% |
| YTD | +35.3% | -38.1% | +73.4% | +36.8% |
| 1Y | +17.9% | -28.4% | +46.3% | +13.8% |
| All | -5.7% | +218.1% | -223.8% | -34.8% |
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