+3.9%
URI vs KTOS
-29.4%
+33.3%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | -2.1% | -2.4% | +0.3% | -1.8% |
| 30D | -12.4% | -26.8% | +14.4% | -9.6% |
| 3M | -7.3% | -20.6% | +13.3% | -5.4% |
| 6M | +27.2% | -47.5% | +74.7% | +35.2% |
| YTD | +23.0% | -38.5% | +61.4% | +23.6% |
| 1Y | +3.9% | -31.0% | +34.9% | -2.0% |
| All | +3.9% | -29.4% | +33.3% | -2.0% |
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