-24.8%
KTOS vs VSH
+118.1%
-142.9%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.4% | -5.0% | -1.7% |
| 7D | -8.0% | +4.1% | -12.1% | -9.0% |
| 30D | -13.6% | -4.2% | -9.4% | -12.9% |
| 3M | -24.6% | -50.0% | +25.4% | -13.3% |
| 6M | -46.3% | +80.2% | -126.5% | -62.4% |
| YTD | -37.0% | +121.1% | -158.1% | -61.3% |
| 1Y | -24.8% | +112.0% | -136.8% | -51.6% |
| All | -24.8% | +118.1% | -142.9% | -51.6% |
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