+738.6%
SYY vs KTOS
-68.9%
+807.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.1% |
| 7D | +3.9% | -2.4% | +6.3% | +4.1% |
| 30D | -1.7% | -26.8% | +25.1% | +0.2% |
| 3M | +5.2% | -20.6% | +25.7% | +6.4% |
| 6M | -0.2% | -47.5% | +47.3% | +3.3% |
| YTD | +15.4% | -38.5% | +53.9% | +17.7% |
| 1Y | +5.6% | -31.0% | +36.6% | +6.5% |
| 3Y | +28.9% | +216.5% | -187.7% | +16.1% |
| 5Y | +24.1% | +105.7% | -81.6% | +13.4% |
| 10Y | +116.2% | +615.0% | -498.8% | +85.0% |
| All | +738.6% | -68.9% | +807.5% | +608.7% |
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