+316.5%
VWO vs KTOS
-32.6%
+349.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KTOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.9% | -3.1% | -1.5% |
| 7D | -3.0% | -0.5% | -2.5% | -2.9% |
| 30D | -0.8% | -26.3% | +25.5% | +3.2% |
| 3M | +0.2% | -17.6% | +17.8% | +2.3% |
| 6M | +10.5% | -45.6% | +56.1% | +18.2% |
| YTD | +11.0% | -37.3% | +48.3% | +15.1% |
| 1Y | +14.4% | -31.2% | +45.6% | +16.0% |
| 3Y | +60.2% | +223.2% | -163.1% | +26.5% |
| 5Y | +33.4% | +115.5% | -82.1% | +8.5% |
| 10Y | +115.0% | +620.9% | -505.9% | +37.0% |
| All | +316.5% | -32.6% | +349.1% | +201.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling