+236.7%
INTU vs KMI
+158.9%
+77.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +0.1% | +6.5% | -6.5% | -2.2% |
| 30D | +10.1% | -3.4% | +13.5% | +11.0% |
| 3M | -4.2% | +0.4% | -4.6% | -4.9% |
| 6M | -7.2% | -0.9% | -6.3% | -7.7% |
| YTD | -47.7% | +20.5% | -68.2% | -51.9% |
| 1Y | -46.7% | +23.2% | -69.9% | -51.4% |
| 3Y | -34.1% | +121.6% | -155.7% | -53.0% |
| 5Y | -43.3% | +149.1% | -192.4% | -61.5% |
| All | +236.7% | +158.9% | +77.8% | +106.7% |
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