-42.6%
INTU vs KMI
+157.3%
-199.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.2% | -1.0% |
| 7D | -8.5% | -1.8% | -6.7% | -7.9% |
| 30D | -6.1% | +0.1% | -6.2% | -6.3% |
| 3M | +7.3% | +1.2% | +6.2% | +6.6% |
| 6M | -33.2% | -3.9% | -29.3% | -32.6% |
| YTD | -52.2% | +17.5% | -69.7% | -55.4% |
| 1Y | -52.7% | +22.6% | -75.3% | -56.7% |
| 3Y | -41.6% | +116.3% | -157.9% | -59.2% |
| 5Y | -42.6% | +157.6% | -200.3% | -62.1% |
| All | -42.6% | +157.3% | -199.9% | -62.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling