+797.8%
PH vs KTOS
+613.9%
+183.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.8% |
| 7D | -1.3% | -2.4% | +1.1% | -0.8% |
| 30D | -11.0% | -26.8% | +15.9% | -4.9% |
| 3M | +5.5% | -20.6% | +26.1% | +9.9% |
| 6M | +1.5% | -47.5% | +49.0% | +14.0% |
| YTD | +8.8% | -38.5% | +47.3% | +14.8% |
| 1Y | +24.5% | -31.0% | +55.5% | +25.4% |
| 3Y | +141.2% | +216.5% | -75.4% | +56.1% |
| 5Y | +256.3% | +105.7% | +150.6% | +145.8% |
| All | +797.8% | +613.9% | +183.9% | +364.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling