-51.8%
INTU vs KMI
+20.9%
-72.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.4% |
| 7D | -9.2% | -2.1% | -7.1% | -9.2% |
| 30D | -7.0% | -1.7% | -5.4% | -7.0% |
| 3M | +10.5% | -1.9% | +12.4% | +10.4% |
| 6M | -30.6% | -4.3% | -26.2% | -30.1% |
| YTD | -52.3% | +15.8% | -68.1% | -51.8% |
| 1Y | -51.8% | +17.6% | -69.4% | -51.3% |
| All | -51.8% | +20.9% | -72.7% | -51.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling