+50,217.4%
AAPL vs KTOS
-68.9%
+50,286.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +14.1% |
| 3M | +12.5% | -20.6% | +33.1% | +15.1% |
| 6M | +27.6% | -47.5% | +75.1% | +36.3% |
| YTD | +22.6% | -38.5% | +61.0% | +26.6% |
| 1Y | +45.0% | -31.0% | +76.0% | +46.4% |
| 3Y | +87.8% | +216.5% | -128.8% | +51.5% |
| 5Y | +128.7% | +105.7% | +23.0% | +90.6% |
| 10Y | +1,308.9% | +615.0% | +693.9% | +861.5% |
| All | +50,217.4% | -68.9% | +50,286.3% | +35,408.9% |
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 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