+1,737.6%
APO vs KTOS
+233.7%
+1,503.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.5% | +1.0% |
| 7D | -3.5% | -2.4% | -1.1% | -3.0% |
| 30D | -6.6% | -26.8% | +20.3% | -0.1% |
| 3M | -3.3% | -20.6% | +17.3% | +0.9% |
| 6M | +22.6% | -47.5% | +70.1% | +37.8% |
| YTD | -9.8% | -38.5% | +28.7% | -4.3% |
| 1Y | -3.9% | -31.0% | +27.1% | -2.3% |
| 3Y | +52.5% | +216.5% | -164.1% | +4.9% |
| 5Y | +134.0% | +105.7% | +28.3% | +70.7% |
| 10Y | +933.3% | +615.0% | +318.3% | +458.2% |
| All | +1,737.6% | +233.7% | +1,503.8% | +1,104.8% |
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