+99.4%
XBI vs KTOS
+216.1%
-116.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | -4.6% | -2.4% | -2.3% | -4.3% |
| 30D | -2.0% | -26.8% | +24.8% | +2.6% |
| 3M | +17.8% | -20.6% | +38.4% | +21.2% |
| 6M | +23.7% | -47.5% | +71.2% | +34.3% |
| YTD | +28.2% | -38.5% | +66.7% | +33.2% |
| 1Y | +64.0% | -31.0% | +95.0% | +63.7% |
| 3Y | +99.4% | +216.5% | -117.1% | +39.6% |
| All | +99.4% | +216.1% | -116.7% | +39.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling