+153.3%
XOP vs KTOS
+100.3%
+53.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | +2.6% | -2.4% | +5.0% | +3.0% |
| 30D | +9.6% | -26.8% | +36.4% | +14.8% |
| 3M | +20.4% | -20.6% | +40.9% | +23.8% |
| 6M | +19.9% | -47.5% | +67.4% | +31.0% |
| YTD | +56.4% | -38.5% | +94.9% | +61.7% |
| 1Y | +52.4% | -31.0% | +83.4% | +51.4% |
| 3Y | +39.9% | +216.5% | -176.7% | -9.1% |
| All | +153.3% | +100.3% | +53.0% | +98.8% |
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