-49.7%
INTU vs KR
-12.5%
-37.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.4% |
| 7D | -7.1% | +1.5% | -8.6% | -7.4% |
| 30D | +1.5% | +4.1% | -2.6% | +0.6% |
| 3M | +10.7% | -5.2% | +15.9% | +10.5% |
| 6M | -23.8% | -12.8% | -11.1% | -22.6% |
| YTD | -49.3% | -4.6% | -44.7% | -46.8% |
| 1Y | -49.7% | -11.7% | -38.0% | -47.9% |
| All | -49.7% | -12.5% | -37.2% | -47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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