+9.5%
IBKR vs KTOS
-54.9%
+64.4%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +0.7% |
| 7D | +0.2% | -10.4% | +10.6% | +2.5% |
| 30D | -11.7% | -13.3% | +1.6% | -8.9% |
| 3M | -14.3% | -41.2% | +26.8% | -3.4% |
| 6M | -7.9% | -36.6% | +28.7% | +0.6% |
| YTD | +21.0% | -51.6% | +72.6% | +25.5% |
| 1Y | +9.5% | -53.6% | +63.2% | +15.8% |
| All | +9.5% | -54.9% | +64.4% | +15.8% |
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 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