-43.9%
SWKS vs KTOS
+100.3%
-144.2%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.6% | +5.8% | +5.3% |
| 7D | +19.4% | -2.4% | +21.7% | +19.9% |
| 30D | +26.8% | -26.8% | +53.6% | +34.4% |
| 3M | +21.5% | -20.6% | +42.0% | +25.9% |
| 6M | +61.0% | -47.5% | +108.5% | +78.7% |
| YTD | +42.2% | -38.5% | +80.7% | +47.3% |
| 1Y | +22.1% | -31.0% | +53.1% | +20.3% |
| 3Y | -0.9% | +216.5% | -217.4% | -40.5% |
| All | -43.9% | +100.3% | -144.2% | -64.4% |
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