-75.1%
PATH vs KTOS
+98.7%
-173.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.0% | -0.1% | -2.2% |
| 7D | -24.6% | -2.2% | -22.4% | -24.0% |
| 30D | -13.0% | -25.1% | +12.2% | -4.9% |
| 3M | +26.2% | -16.8% | +43.1% | +31.8% |
| 6M | +13.4% | -49.5% | +62.8% | +37.4% |
| YTD | -17.2% | -38.4% | +21.2% | -10.7% |
| 1Y | +14.0% | -27.6% | +41.6% | +12.7% |
| 3Y | -26.6% | +218.0% | -244.5% | -66.1% |
| 5Y | -75.1% | +100.1% | -175.1% | -87.9% |
| All | -75.1% | +98.7% | -173.8% | -87.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KTOS.
Daily Out/Under-Performance
Portfolio return minus KTOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KTOS 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 KTOS 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