+5,750.1%
URI vs KTOS
-68.7%
+5,818.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.5% | -4.4% | -3.9% |
| 7D | -0.5% | -2.3% | +1.8% | -0.1% |
| 30D | -13.4% | -26.3% | +12.9% | -8.7% |
| 3M | -6.2% | -14.3% | +8.1% | -4.4% |
| 6M | +28.0% | -47.2% | +75.2% | +40.1% |
| YTD | +23.0% | -38.1% | +61.1% | +29.2% |
| 1Y | +5.5% | -28.4% | +34.0% | +7.0% |
| 3Y | +119.2% | +219.6% | -100.4% | +66.5% |
| 5Y | +201.0% | +107.0% | +94.1% | +140.8% |
| 10Y | +1,218.9% | +619.4% | +599.5% | +742.1% |
| All | +5,750.1% | -68.7% | +5,818.8% | +4,545.4% |
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 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