+211.1%
INTU vs KGC
+645.2%
-434.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.3% | -1.8% | -3.9% |
| 7D | -7.5% | +2.4% | -10.0% | -7.7% |
| 30D | -1.9% | +9.2% | -11.2% | -2.8% |
| 3M | +4.9% | +16.7% | -11.9% | +3.2% |
| 6M | -33.2% | -7.0% | -26.2% | -33.2% |
| YTD | -51.4% | +7.5% | -58.9% | -52.4% |
| 1Y | -52.0% | +34.4% | -86.3% | -54.3% |
| 3Y | -40.7% | +552.0% | -592.6% | -53.0% |
| 5Y | -41.7% | +454.5% | -496.2% | -54.1% |
| 10Y | +211.1% | +658.7% | -447.6% | +153.9% |
| All | +211.1% | +645.2% | -434.1% | +153.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 10y: compounded portfolio wealth divided by compounded KGC 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…
10y analysis · Full analysis span regression · 6 months rolling