-24.8%
KTOS vs VIG
+16.9%
-41.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | +0.5% |
| 7D | -8.0% | -0.4% | -7.6% | -7.1% |
| 30D | -13.6% | -1.0% | -12.6% | -11.4% |
| 3M | -24.6% | +2.8% | -27.3% | -28.9% |
| 6M | -46.3% | +8.2% | -54.5% | -55.0% |
| YTD | -37.0% | +11.0% | -48.0% | -50.3% |
| 1Y | -24.8% | +16.1% | -40.9% | -40.0% |
| All | -24.8% | +16.9% | -41.7% | -40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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