+48.0%
BAX vs KTOS
-59.2%
+107.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -12.3% | +16.2% | +4.4% |
| 7D | +4.1% | -12.7% | +16.7% | +4.5% |
| 30D | +9.4% | -14.4% | +23.8% | +10.0% |
| 3M | -6.5% | -30.7% | +24.2% | -5.0% |
| 6M | +59.6% | -41.9% | +101.5% | +63.3% |
| YTD | +38.9% | -52.6% | +91.5% | +41.1% |
| 1Y | +48.0% | -60.1% | +108.1% | +51.7% |
| All | +48.0% | -59.2% | +107.2% | +51.7% |
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