+32.2%
CVS vs KTOS
+100.3%
-68.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | -0.6% |
| 7D | -2.2% | -2.4% | +0.2% | -2.1% |
| 30D | -0.1% | -26.8% | +26.8% | +0.9% |
| 3M | -5.2% | -20.6% | +15.4% | -4.7% |
| 6M | +26.9% | -47.5% | +74.4% | +29.2% |
| YTD | +22.1% | -38.5% | +60.6% | +22.3% |
| 1Y | +30.8% | -31.0% | +61.8% | +29.7% |
| 3Y | +54.4% | +216.5% | -162.2% | +38.7% |
| All | +32.2% | +100.3% | -68.1% | +25.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling