-56.9%
KTOS vs IQV
+26.3%
-83.1%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.4% | -7.6% | -7.2% |
| 7D | -23.4% | -3.7% | -19.7% | -22.7% |
| 30D | -23.6% | +1.9% | -25.5% | -24.0% |
| 3M | -39.7% | +12.2% | -51.9% | -41.5% |
| 6M | -43.7% | +50.1% | -93.8% | -51.1% |
| YTD | -56.0% | +17.5% | -73.5% | -61.7% |
| 1Y | -56.9% | +26.1% | -82.9% | -63.3% |
| All | -56.9% | +26.3% | -83.1% | -63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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