+101.9%
WMT vs KTOS
+216.1%
-114.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +2.0% | +1.4% |
| 7D | 0.0% | -2.4% | +2.4% | +0.1% |
| 30D | -7.4% | -26.8% | +19.4% | -6.5% |
| 3M | -10.9% | -20.6% | +9.7% | -10.1% |
| 6M | -12.7% | -47.5% | +34.8% | -10.8% |
| YTD | -3.2% | -38.5% | +35.3% | -2.4% |
| 1Y | +5.3% | -31.0% | +36.3% | +4.5% |
| 3Y | +101.9% | +216.5% | -114.7% | +76.7% |
| All | +101.9% | +216.1% | -114.3% | +76.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling