+87.3%
XOP vs KTOS
+55.6%
+31.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.3% |
| 7D | +2.6% | -2.4% | +5.0% | +3.1% |
| 30D | +9.6% | -26.8% | +36.4% | +16.4% |
| 3M | +20.4% | -20.6% | +40.9% | +24.6% |
| 6M | +19.9% | -47.5% | +67.4% | +32.7% |
| YTD | +56.4% | -38.5% | +94.9% | +64.1% |
| 1Y | +52.4% | -31.0% | +83.4% | +54.0% |
| 3Y | +39.9% | +216.5% | -176.7% | -2.7% |
| 5Y | +163.7% | +105.7% | +58.0% | +94.7% |
| 10Y | +56.8% | +615.0% | -558.2% | -13.0% |
| All | +87.3% | +55.6% | +31.7% | +8.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling