+14,280.4%
INTU vs KGC
+814.0%
+13,466.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.3% | -1.1% | -3.3% |
| 7D | -7.1% | -1.3% | -5.8% | -7.0% |
| 30D | +1.5% | +20.3% | -18.8% | +0.7% |
| 3M | +10.7% | +8.1% | +2.6% | +10.2% |
| 6M | -23.8% | -8.8% | -15.1% | -23.8% |
| YTD | -49.3% | +10.1% | -59.4% | -49.7% |
| 1Y | -49.7% | +44.2% | -93.9% | -50.7% |
| 3Y | -38.0% | +533.0% | -571.0% | -42.8% |
| 5Y | -38.7% | +443.0% | -481.7% | -43.4% |
| 10Y | +221.3% | +678.6% | -457.2% | +191.0% |
| All | +14,280.4% | +814.0% | +13,466.4% | +14,138.1% |
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