-75.2%
PATH vs KTOS
+54.6%
-129.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.7% | +2.1% |
| 7D | +2.1% | -3.4% | +5.5% | +3.0% |
| 30D | +1.6% | -13.8% | +15.4% | +5.4% |
| 3M | -20.4% | -46.0% | +25.6% | -4.4% |
| 6M | +40.1% | -35.4% | +75.5% | +55.7% |
| YTD | -19.0% | -55.3% | +36.3% | -4.3% |
| 1Y | -5.8% | -52.7% | +46.9% | +8.8% |
| 3Y | -22.9% | +87.2% | -110.2% | -57.7% |
| All | -75.2% | +54.6% | -129.8% | -86.7% |
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