+26.8%
AZN vs KTOS
+216.1%
-189.3%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.3% |
| 7D | -1.6% | -2.4% | +0.8% | -1.5% |
| 30D | +1.1% | -26.8% | +27.9% | +1.4% |
| 3M | -12.1% | -20.6% | +8.4% | -11.8% |
| 6M | -17.1% | -47.5% | +30.3% | -16.6% |
| YTD | -12.0% | -38.5% | +26.5% | -11.9% |
| 1Y | -0.2% | -31.0% | +30.8% | -0.5% |
| 3Y | +26.8% | +216.5% | -189.8% | +19.2% |
| All | +26.8% | +216.1% | -189.3% | +19.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling