-31.0%
KTOS vs VSH
+119.5%
-150.5%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.1% | -6.8% | -2.1% |
| 7D | -2.4% | +4.8% | -7.1% | -3.5% |
| 30D | -26.8% | -0.7% | -26.1% | -26.8% |
| 3M | -20.6% | -43.1% | +22.5% | -11.9% |
| 6M | -47.5% | +91.8% | -139.3% | -63.8% |
| YTD | -38.5% | +131.6% | -170.1% | -62.5% |
| 1Y | -31.0% | +118.1% | -149.1% | -55.2% |
| All | -31.0% | +119.5% | -150.5% | -55.2% |
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