+217.8%
INTU vs KMI
+136.8%
+80.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +2.9% |
| 7D | -3.3% | -1.7% | -1.6% | -2.8% |
| 30D | -3.9% | -2.7% | -1.2% | -3.1% |
| 3M | +16.6% | -0.7% | +17.3% | +16.6% |
| 6M | -26.4% | -5.0% | -21.5% | -25.5% |
| YTD | -51.0% | +15.5% | -66.5% | -54.0% |
| 1Y | -50.8% | +16.4% | -67.2% | -54.0% |
| 3Y | -40.1% | +114.2% | -154.2% | -56.4% |
| 5Y | -41.2% | +153.3% | -194.5% | -60.1% |
| All | +217.8% | +136.8% | +80.9% | +102.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 10y: compounded portfolio wealth divided by compounded KMI 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…
10y analysis · Full analysis span regression · 6 months rolling