+738.2%
KTOS vs IQV
+498.2%
+240.0%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.4% | -1.4% |
| 7D | -2.4% | -2.2% | -0.1% | -1.4% |
| 30D | -26.8% | +8.3% | -35.1% | -29.7% |
| 3M | -20.6% | +44.6% | -65.1% | -34.5% |
| 6M | -47.5% | +52.6% | -100.1% | -58.1% |
| YTD | -38.5% | +16.1% | -54.6% | -44.6% |
| 1Y | -31.0% | +37.3% | -68.3% | -42.9% |
| 3Y | +216.5% | +21.6% | +195.0% | +166.5% |
| 5Y | +105.7% | +0.5% | +105.2% | +86.5% |
| 10Y | +615.0% | +239.7% | +375.4% | +243.1% |
| All | +738.2% | +498.2% | +240.0% | +226.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling