+755.7%
TEAM vs KTOS
+1,145.1%
-389.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | -5.2% | -2.4% | -2.8% | -4.7% |
| 30D | +15.8% | -26.8% | +42.6% | +23.7% |
| 3M | +101.5% | -20.6% | +122.0% | +110.0% |
| 6M | +138.2% | -47.5% | +185.7% | +168.7% |
| YTD | +10.8% | -38.5% | +49.3% | +16.5% |
| 1Y | +1.7% | -31.0% | +32.7% | +2.1% |
| 3Y | -16.0% | +216.5% | -232.6% | -46.5% |
| 5Y | -52.7% | +105.7% | -158.4% | -68.0% |
| 10Y | +509.6% | +615.0% | -105.4% | +193.4% |
| All | +755.7% | +1,145.1% | -389.4% | +259.5% |
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