+43.4%
XLK vs KTOS
-25.6%
+69.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.8% |
| 7D | +0.9% | -8.0% | +8.9% | +1.9% |
| 30D | +0.7% | -13.6% | +14.3% | +2.4% |
| 3M | -2.9% | -24.6% | +21.6% | -0.3% |
| 6M | +34.3% | -46.3% | +80.6% | +42.0% |
| YTD | +30.4% | -37.0% | +67.4% | +33.4% |
| 1Y | +43.4% | -24.8% | +68.2% | +49.1% |
| All | +43.4% | -25.6% | +69.0% | +49.1% |
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