+14.5%
XLK vs KTOS
-55.0%
+69.5%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.1% | -3.7% | +0.7% |
| 7D | -8.2% | -14.6% | +6.3% | -6.4% |
| 30D | -18.2% | -16.3% | -1.9% | -16.4% |
| 3M | -11.0% | -38.9% | +27.9% | -5.5% |
| 6M | -2.9% | -42.9% | +40.1% | +3.1% |
| YTD | +14.8% | -53.8% | +68.6% | +20.6% |
| 1Y | +14.5% | -51.5% | +66.1% | +18.4% |
| All | +14.5% | -55.0% | +69.5% | +18.4% |
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