-40.7%
INTU vs KMI
+121.9%
-162.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.8% | -6.0% | -4.5% |
| 7D | -7.5% | -0.4% | -7.2% | -7.5% |
| 30D | -1.9% | +3.7% | -5.6% | -2.7% |
| 3M | +4.9% | +3.2% | +1.7% | +4.0% |
| 6M | -33.2% | -3.0% | -30.2% | -32.8% |
| YTD | -51.4% | +19.7% | -71.1% | -53.7% |
| 1Y | -52.0% | +25.6% | -77.6% | -55.0% |
| 3Y | -40.7% | +120.2% | -160.9% | -51.1% |
| All | -40.7% | +121.9% | -162.6% | -51.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling