+41.5%
XBI vs KTOS
-54.9%
+96.4%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | -0.8% |
| 7D | +0.1% | -10.4% | +10.5% | +1.2% |
| 30D | +0.8% | -13.3% | +14.2% | +2.3% |
| 3M | -1.9% | -41.2% | +39.3% | +4.4% |
| 6M | +15.2% | -36.6% | +51.8% | +20.6% |
| YTD | +27.3% | -51.6% | +78.9% | +33.4% |
| 1Y | +41.5% | -53.6% | +95.1% | +49.2% |
| All | +41.5% | -54.9% | +96.4% | +49.2% |
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