+35.6%
PFE vs KTOS
-59.2%
+94.8%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -12.3% | +14.9% | +2.6% |
| 7D | +4.6% | -12.7% | +17.2% | +4.5% |
| 30D | +12.3% | -14.4% | +26.8% | +12.3% |
| 3M | +21.2% | -30.7% | +51.8% | +21.3% |
| 6M | +21.1% | -41.9% | +63.0% | +21.1% |
| YTD | +30.0% | -52.6% | +82.7% | +28.4% |
| 1Y | +35.6% | -60.1% | +95.7% | +33.8% |
| All | +35.6% | -59.2% | +94.8% | +33.8% |
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