+14.3%
XLF vs KTOS
-56.3%
+70.7%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -12.3% | +15.8% | +4.1% |
| 7D | +5.5% | -12.7% | +18.1% | +6.1% |
| 30D | +9.9% | -14.4% | +24.3% | +10.7% |
| 3M | +2.6% | -30.7% | +33.3% | +4.6% |
| 6M | +15.6% | -41.9% | +57.5% | +18.5% |
| YTD | +9.4% | -52.6% | +62.0% | +9.8% |
| All | +14.3% | -56.3% | +70.7% | +14.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling