+216.5%
KTOS vs VIG
+55.8%
+160.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -1.7% |
| 7D | -2.4% | -1.1% | -1.3% | -0.8% |
| 30D | -26.8% | -2.7% | -24.1% | -23.6% |
| 3M | -20.6% | +2.5% | -23.1% | -23.4% |
| 6M | -47.5% | +9.2% | -56.7% | -53.5% |
| YTD | -38.5% | +9.8% | -48.3% | -45.8% |
| 1Y | -31.0% | +12.4% | -43.4% | -40.8% |
| 3Y | +216.5% | +55.9% | +160.6% | +80.9% |
| All | +216.5% | +55.8% | +160.7% | +80.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling