+97.5%
KTOS vs PTEN
+87.9%
+9.6%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -2.4% | +3.5% | -5.8% | -3.1% |
| 30D | -26.8% | +17.5% | -44.4% | -29.6% |
| 3M | -20.6% | +12.7% | -33.3% | -23.4% |
| 6M | -47.5% | +33.1% | -80.6% | -52.1% |
| YTD | -38.5% | +116.4% | -154.9% | -50.3% |
| 1Y | -31.0% | +141.2% | -172.2% | -45.9% |
| 3Y | +216.5% | -3.8% | +220.3% | +192.4% |
| All | +97.5% | +87.9% | +9.6% | +51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 5y: compounded portfolio wealth divided by compounded PTEN 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…
5y analysis · Full analysis span regression · 6 months rolling