-6.7%
APO vs KTOS
-56.3%
+49.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -12.3% | +20.4% | +9.2% |
| 7D | +8.2% | -12.7% | +20.9% | +9.4% |
| 30D | +6.4% | -14.4% | +20.8% | +7.8% |
| 3M | -7.4% | -30.7% | +23.2% | -4.1% |
| 6M | -4.2% | -41.9% | +37.8% | +0.4% |
| YTD | -14.1% | -52.6% | +38.5% | -14.2% |
| All | -6.7% | -56.3% | +49.6% | -6.6% |
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