+1,912.6%
TRV vs KTOS
-68.9%
+1,981.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.1% |
| 7D | +1.9% | -2.4% | +4.3% | +2.1% |
| 30D | +1.7% | -26.8% | +28.5% | +3.9% |
| 3M | +23.9% | -20.6% | +44.5% | +25.5% |
| 6M | +26.3% | -47.5% | +73.8% | +31.1% |
| YTD | +30.8% | -38.5% | +69.3% | +33.2% |
| 1Y | +36.3% | -31.0% | +67.3% | +37.0% |
| 3Y | +145.0% | +216.5% | -71.5% | +116.4% |
| 5Y | +163.9% | +105.7% | +58.2% | +136.9% |
| 10Y | +305.8% | +615.0% | -309.2% | +227.5% |
| All | +1,912.6% | -68.9% | +1,981.5% | +1,635.7% |
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