+3,645.8%
SBUX vs KTOS
-68.9%
+3,714.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -5.4% |
| 3M | -2.9% | -20.6% | +17.7% | -1.0% |
| 6M | -1.5% | -47.5% | +46.0% | +4.2% |
| YTD | +19.4% | -38.5% | +57.9% | +23.1% |
| 1Y | +22.9% | -31.0% | +54.0% | +24.1% |
| 3Y | +11.3% | +216.5% | -205.2% | -7.0% |
| 5Y | -6.9% | +105.7% | -112.5% | -20.0% |
| 10Y | +125.4% | +615.0% | -489.6% | +64.6% |
| All | +3,645.8% | -68.9% | +3,714.7% | +2,723.6% |
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