-38.1%
INTU vs KIM
+46.3%
-84.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.3% |
| 7D | -7.1% | +0.4% | -7.5% | -7.2% |
| 30D | +1.5% | -4.0% | +5.4% | +2.4% |
| 3M | +10.7% | +0.5% | +10.1% | +10.6% |
| 6M | -23.8% | +3.6% | -27.5% | -24.8% |
| YTD | -49.3% | +20.4% | -69.7% | -52.3% |
| 1Y | -49.7% | +9.7% | -59.4% | -51.2% |
| All | -38.1% | +46.3% | -84.4% | -46.7% |
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