+18.2%
AEP vs KTOS
-25.6%
+43.8%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.2% |
| 7D | +1.8% | -8.0% | +9.8% | +1.9% |
| 30D | -0.8% | -13.6% | +12.8% | -0.6% |
| 3M | -1.8% | -24.6% | +22.7% | -1.3% |
| 6M | -5.4% | -46.3% | +41.0% | -4.2% |
| YTD | +10.4% | -37.0% | +47.5% | +11.4% |
| 1Y | +18.2% | -24.8% | +43.0% | +28.2% |
| All | +18.2% | -25.6% | +43.8% | +28.2% |
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