+127.8%
AAPL vs KTOS
+100.3%
+27.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.4% | +1.8% |
| 7D | +3.8% | -2.4% | +6.2% | +4.1% |
| 30D | +9.9% | -26.8% | +36.8% | +13.4% |
| 3M | +12.5% | -20.6% | +33.1% | +14.7% |
| 6M | +27.6% | -47.5% | +75.1% | +35.1% |
| YTD | +22.6% | -38.5% | +61.0% | +25.2% |
| 1Y | +45.0% | -31.0% | +76.0% | +44.1% |
| 3Y | +87.8% | +216.5% | -128.8% | +39.4% |
| All | +127.8% | +100.3% | +27.5% | +74.9% |
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