-6.7%
SBUX vs KTOS
+100.3%
-107.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | -5.5% | -2.4% | -3.1% | -5.2% |
| 30D | -8.5% | -26.8% | +18.4% | -5.3% |
| 3M | -2.9% | -20.6% | +17.7% | -0.8% |
| 6M | -1.5% | -47.5% | +46.0% | +5.1% |
| YTD | +19.4% | -38.5% | +57.9% | +23.0% |
| 1Y | +22.9% | -31.0% | +54.0% | +22.5% |
| 3Y | +11.3% | +216.5% | -205.2% | -17.6% |
| All | -6.7% | +100.3% | -107.0% | -27.4% |
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