-29.9%
INTU vs KIM
+57.8%
-87.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.4% | -3.3% | -3.6% |
| 7D | +0.1% | +4.1% | -4.0% | -0.9% |
| 30D | +15.4% | +16.8% | -1.4% | +11.2% |
| 3M | +6.6% | +5.7% | +0.9% | +5.0% |
| 6M | -11.3% | +9.7% | -21.0% | -13.4% |
| YTD | -47.7% | +30.2% | -77.9% | -51.7% |
| 1Y | -47.0% | +32.1% | -79.1% | -51.4% |
| 3Y | -29.9% | +58.6% | -88.5% | -40.0% |
| All | -29.9% | +57.8% | -87.8% | -40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 3y: compounded portfolio wealth divided by compounded KIM 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…
3y analysis · Full analysis span regression · 6 months rolling