-24.8%
KTOS vs IBB
+51.5%
-76.3%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | +0.1% |
| 7D | -8.0% | +1.4% | -9.5% | -9.1% |
| 30D | -13.6% | +10.5% | -24.1% | -20.2% |
| 3M | -24.6% | +23.6% | -48.2% | -36.6% |
| 6M | -46.3% | +22.6% | -69.0% | -55.1% |
| YTD | -37.0% | +25.7% | -62.7% | -48.3% |
| 1Y | -24.8% | +51.4% | -76.2% | -41.7% |
| All | -24.8% | +51.5% | -76.3% | -41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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