-11.5%
INTU vs KMI
+0.2%
-11.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.1% | -0.5% |
| 7D | -4.1% | +6.0% | -10.2% | -3.1% |
| 30D | +12.8% | -3.4% | +16.2% | +12.0% |
| 3M | +2.1% | +1.8% | +0.3% | +1.7% |
| 6M | -11.5% | +0.4% | -11.9% | -12.8% |
| All | -11.5% | +0.2% | -11.6% | -12.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling