+217.8%
INTU vs KR
+129.5%
+88.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.7% | +0.1% | +2.5% |
| 7D | -3.3% | -0.2% | -3.2% | -3.3% |
| 30D | -3.9% | +5.1% | -9.0% | -4.4% |
| 3M | +16.6% | -8.2% | +24.8% | +17.4% |
| 6M | -26.4% | -18.0% | -8.4% | -25.2% |
| YTD | -51.0% | -4.8% | -46.2% | -50.8% |
| 1Y | -50.8% | -11.0% | -39.7% | -50.3% |
| 3Y | -40.1% | +37.7% | -77.7% | -42.3% |
| 5Y | -41.2% | +52.8% | -94.0% | -44.1% |
| All | +217.8% | +129.5% | +88.2% | +183.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling