-60.1%
KTOS vs VIK
+55.4%
-115.6%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +6.2% | -18.5% | -13.9% |
| 7D | -12.7% | +5.4% | -18.1% | -14.0% |
| 30D | -14.4% | +12.5% | -26.9% | -17.4% |
| 3M | -30.7% | -15.2% | -15.5% | -27.8% |
| 6M | -41.9% | +15.4% | -57.3% | -45.3% |
| YTD | -52.6% | +27.7% | -80.3% | -57.8% |
| 1Y | -60.1% | +59.7% | -119.9% | -69.7% |
| All | -60.1% | +55.4% | -115.6% | -69.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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