-31.0%
KTOS vs IQV
+41.8%
-72.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.4% | -1.1% |
| 7D | -2.4% | -2.2% | -0.1% | -1.8% |
| 30D | -26.8% | +8.3% | -35.1% | -28.6% |
| 3M | -20.6% | +44.6% | -65.1% | -30.6% |
| 6M | -47.5% | +52.6% | -100.1% | -55.2% |
| YTD | -38.5% | +16.1% | -54.6% | -44.2% |
| 1Y | -31.0% | +37.3% | -68.3% | -40.4% |
| All | -31.0% | +41.8% | -72.8% | -40.4% |
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