+69.6%
PBR vs KTOS
-25.6%
+95.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.9% |
| 7D | +8.6% | -8.0% | +16.6% | +8.8% |
| 30D | +12.8% | -13.6% | +26.4% | +13.1% |
| 3M | +14.7% | -24.6% | +39.2% | +15.8% |
| 6M | +25.2% | -46.3% | +71.5% | +28.2% |
| YTD | +77.1% | -37.0% | +114.2% | +79.5% |
| 1Y | +69.6% | -24.8% | +94.4% | +81.7% |
| All | +69.6% | -25.6% | +95.2% | +81.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling