+871.8%
TER vs KTOS
-68.9%
+940.7%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +2.7% |
| 7D | +6.4% | -2.4% | +8.7% | +6.9% |
| 30D | -5.7% | -26.8% | +21.2% | +1.2% |
| 3M | -0.4% | -20.6% | +20.2% | +3.9% |
| 6M | +25.8% | -47.5% | +73.3% | +43.0% |
| YTD | +96.4% | -38.5% | +134.9% | +112.1% |
| 1Y | +229.2% | -31.0% | +260.2% | +242.8% |
| 3Y | +288.1% | +216.5% | +71.6% | +175.4% |
| 5Y | +219.9% | +105.7% | +114.3% | +143.1% |
| 10Y | +1,875.0% | +615.0% | +1,260.0% | +951.8% |
| All | +871.8% | -68.9% | +940.7% | +593.0% |
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