-42.2%
INTU vs KGC
+286.2%
-328.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.0% | -6.8% | -4.1% |
| 7D | +0.1% | +10.5% | -10.4% | -1.1% |
| 30D | +15.4% | -4.1% | +19.5% | +15.7% |
| 3M | +6.6% | -13.1% | +19.7% | +7.8% |
| 6M | -11.3% | -27.5% | +16.2% | -8.6% |
| YTD | -47.7% | -20.7% | -27.0% | -47.8% |
| 1Y | -47.0% | -6.1% | -41.0% | -48.8% |
| 3Y | -29.9% | +318.6% | -348.5% | -52.0% |
| All | -42.2% | +286.2% | -328.4% | -62.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling