+37.3%
SCHD vs KTOS
-55.0%
+92.2%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.1% | -5.8% | -0.8% |
| 7D | -1.7% | -14.6% | +12.9% | -1.5% |
| 30D | +7.7% | -16.3% | +24.0% | +8.0% |
| 3M | +5.2% | -38.9% | +44.1% | +6.2% |
| 6M | +12.9% | -42.9% | +55.8% | +14.2% |
| YTD | +31.4% | -53.8% | +85.1% | +31.4% |
| 1Y | +37.3% | -51.5% | +88.8% | +36.9% |
| All | +37.3% | -55.0% | +92.2% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KTOS.
Daily Out/Under-Performance
Portfolio return minus KTOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KTOS 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 KTOS 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