-31.0%
KTOS vs IBB
+44.5%
-75.5%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.8% | -0.7% |
| 7D | -2.4% | -4.2% | +1.9% | +0.7% |
| 30D | -26.8% | +1.1% | -27.9% | -27.7% |
| 3M | -20.6% | +19.0% | -39.6% | -31.5% |
| 6M | -47.5% | +18.9% | -66.4% | -54.9% |
| YTD | -38.5% | +20.3% | -58.8% | -48.1% |
| 1Y | -31.0% | +41.5% | -72.5% | -43.8% |
| All | -31.0% | +44.5% | -75.5% | -43.8% |
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