+14,729.7%
INTU vs KIM
+1,908.5%
+12,821.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.4% | -3.3% | -3.6% |
| 7D | +0.1% | +4.1% | -4.0% | -1.0% |
| 30D | +15.4% | +16.8% | -1.4% | +10.5% |
| 3M | +6.6% | +5.7% | +0.9% | +4.9% |
| 6M | -11.3% | +9.7% | -21.0% | -13.8% |
| YTD | -47.7% | +30.2% | -77.9% | -51.8% |
| 1Y | -47.0% | +32.1% | -79.1% | -51.4% |
| 3Y | -29.9% | +58.6% | -88.5% | -39.6% |
| 5Y | -42.2% | +31.2% | -73.4% | -47.3% |
| 10Y | +251.7% | +66.7% | +185.0% | +174.7% |
| All | +14,729.7% | +1,908.5% | +12,821.1% | +5,396.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling