-24.8%
KTOS vs LPLA
+0.7%
-25.5%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -8.0% | -3.1% | -5.0% | -6.9% |
| 30D | -13.6% | -0.1% | -13.5% | -13.6% |
| 3M | -24.6% | +23.2% | -47.8% | -30.7% |
| 6M | -46.3% | +15.5% | -61.9% | -49.3% |
| YTD | -37.0% | +0.9% | -37.9% | -34.9% |
| 1Y | -24.8% | +0.2% | -25.0% | -20.5% |
| All | -24.8% | +0.7% | -25.5% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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