-60.1%
KTOS vs IBB
+42.2%
-102.3%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +2.6% | -14.9% | -13.8% |
| 7D | -12.7% | +2.2% | -14.9% | -13.9% |
| 30D | -14.4% | +6.3% | -20.8% | -17.8% |
| 3M | -30.7% | +16.3% | -47.0% | -38.3% |
| 6M | -41.9% | +30.0% | -71.9% | -52.8% |
| YTD | -52.6% | +31.1% | -83.8% | -62.6% |
| 1Y | -60.1% | +42.0% | -102.1% | -70.3% |
| All | -60.1% | +42.2% | -102.3% | -70.3% |
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