-30.7%
ZS vs KTOS
-56.3%
+25.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -12.3% | +12.0% | +1.7% |
| 7D | -12.3% | -12.7% | +0.4% | -10.5% |
| 30D | +11.2% | -14.4% | +25.6% | +13.8% |
| 3M | +37.5% | -30.7% | +68.2% | +45.4% |
| 6M | +57.8% | -41.9% | +99.8% | +68.8% |
| YTD | -0.2% | -52.6% | +52.4% | +8.4% |
| All | -30.7% | -56.3% | +25.6% | -25.0% |
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