+916.1%
WDC vs KTOS
+100.3%
+815.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.8% |
| 7D | -4.3% | -2.4% | -1.9% | -3.8% |
| 30D | -1.5% | -26.8% | +25.3% | +5.9% |
| 3M | -15.5% | -20.6% | +5.1% | -11.9% |
| 6M | +66.5% | -47.5% | +113.9% | +90.5% |
| YTD | +159.9% | -38.5% | +198.3% | +179.8% |
| 1Y | +366.0% | -31.0% | +397.0% | +378.2% |
| 3Y | +1,285.8% | +216.5% | +1,069.3% | +795.1% |
| All | +916.1% | +100.3% | +815.8% | +611.8% |
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