+78.9%
UBER vs KTOS
+100.3%
-21.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.1% |
| 7D | -5.4% | -2.4% | -3.0% | -4.9% |
| 30D | -4.9% | -26.8% | +21.9% | +2.1% |
| 3M | +3.0% | -20.6% | +23.6% | +7.5% |
| 6M | -4.4% | -47.5% | +43.1% | +9.3% |
| YTD | -12.3% | -38.5% | +26.2% | -7.1% |
| 1Y | -24.3% | -31.0% | +6.7% | -24.1% |
| 3Y | +46.4% | +216.5% | -170.1% | -22.7% |
| All | +78.9% | +100.3% | -21.4% | +11.3% |
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