+32.9%
URI vs KTOS
-59.2%
+92.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -12.3% | +7.9% | -2.9% |
| 7D | -4.3% | -12.7% | +8.3% | -2.8% |
| 30D | +4.6% | -14.4% | +19.0% | +6.5% |
| 3M | -2.1% | -30.7% | +28.6% | +1.8% |
| 6M | +21.9% | -41.9% | +63.9% | +28.2% |
| YTD | +39.7% | -52.6% | +92.3% | +42.7% |
| 1Y | +32.9% | -60.1% | +93.0% | +39.1% |
| All | +32.9% | -59.2% | +92.1% | +39.1% |
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