-78.0%
PATH vs KTOS
+86.6%
-164.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.6% | -16.0% | -16.4% |
| 7D | -16.3% | -8.0% | -8.3% | -14.1% |
| 30D | +9.9% | -13.6% | +23.5% | +14.6% |
| 3M | +30.2% | -24.6% | +54.7% | +40.1% |
| 6M | +37.2% | -46.3% | +83.6% | +62.0% |
| YTD | -7.3% | -37.0% | +29.7% | -0.8% |
| 1Y | +40.0% | -24.8% | +64.8% | +37.2% |
| 3Y | -4.4% | +195.0% | -199.4% | -51.7% |
| 5Y | -76.0% | +96.6% | -172.7% | -87.9% |
| All | -78.0% | +86.6% | -164.6% | -89.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling