+108.7%
USO vs KTOS
-59.5%
+168.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -7.1% | +9.1% | +1.8% |
| 7D | -11.9% | -23.4% | +11.5% | -12.5% |
| 30D | +2.3% | -23.6% | +25.9% | +1.6% |
| 3M | +29.0% | -39.7% | +68.7% | +26.7% |
| 6M | +2.8% | -43.7% | +46.5% | +1.8% |
| YTD | +114.3% | -56.0% | +170.3% | +108.2% |
| 1Y | +108.7% | -56.9% | +165.5% | +102.9% |
| All | +108.7% | -59.5% | +168.1% | +102.9% |
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