+14,729.7%
INTU vs KGC
+558.5%
+14,171.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.0% | -6.8% | -3.9% |
| 7D | +0.1% | +10.5% | -10.4% | -0.2% |
| 30D | +15.4% | -4.1% | +19.5% | +15.5% |
| 3M | +6.6% | -13.1% | +19.7% | +7.0% |
| 6M | -11.3% | -27.5% | +16.2% | -10.5% |
| YTD | -47.7% | -20.7% | -27.0% | -47.6% |
| 1Y | -47.0% | -6.1% | -41.0% | -47.3% |
| 3Y | -29.9% | +318.6% | -348.5% | -34.4% |
| 5Y | -42.2% | +289.9% | -332.2% | -46.0% |
| 10Y | +251.7% | +501.8% | -250.2% | +221.6% |
| All | +14,729.7% | +558.5% | +14,171.2% | +14,742.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling