+215.5%
KTOS vs UUUU
-92.8%
+308.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.0% | +4.4% | -0.1% |
| 7D | -2.4% | -10.5% | +8.1% | -1.2% |
| 30D | -26.8% | -10.5% | -16.3% | -26.0% |
| 3M | -20.6% | -14.1% | -6.4% | -19.4% |
| 6M | -47.5% | -35.5% | -12.0% | -45.1% |
| YTD | -38.5% | -10.9% | -27.6% | -38.0% |
| 1Y | -31.0% | +3.4% | -34.4% | -32.3% |
| 3Y | +216.5% | +73.1% | +143.4% | +186.4% |
| 5Y | +105.7% | +87.1% | +18.5% | +80.0% |
| 10Y | +615.0% | +463.0% | +152.0% | +433.4% |
| All | +215.5% | -92.8% | +308.3% | +156.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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