-92.5%
KTOS vs UTHR
+2,813.5%
-2,905.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.4% |
| 7D | -2.4% | +1.9% | -4.3% | -2.7% |
| 30D | -26.8% | -2.9% | -24.0% | -26.5% |
| 3M | -20.6% | -8.9% | -11.7% | -19.5% |
| 6M | -47.5% | -8.7% | -38.8% | -47.0% |
| YTD | -38.5% | +2.0% | -40.5% | -39.1% |
| 1Y | -31.0% | +22.8% | -53.8% | -33.8% |
| 3Y | +216.5% | +120.6% | +95.9% | +172.6% |
| 5Y | +105.7% | +136.4% | -30.7% | +72.7% |
| 10Y | +615.0% | +314.4% | +300.6% | +431.4% |
| All | -92.5% | +2,813.5% | -2,905.9% | -97.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 all: compounded portfolio wealth divided by compounded UTHR 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…
all analysis · Full analysis span regression · 6 months rolling