-56.9%
KTOS vs VSH
+38.8%
-95.6%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -14.8% | +7.6% | -3.8% |
| 7D | -23.4% | -25.2% | +1.8% | -18.4% |
| 30D | -23.6% | -41.8% | +18.2% | -14.7% |
| 3M | -39.7% | -33.4% | -6.2% | -34.8% |
| 6M | -43.7% | -31.0% | -12.7% | -43.9% |
| YTD | -56.0% | +53.6% | -109.6% | -70.8% |
| 1Y | -56.9% | +46.3% | -103.2% | -70.4% |
| All | -56.9% | +38.8% | -95.6% | -70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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