-40.2%
INTU vs KR
+52.3%
-92.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.7% | +0.1% | +2.6% |
| 7D | -3.3% | -0.2% | -3.2% | -3.3% |
| 30D | -3.9% | +5.1% | -9.0% | -4.3% |
| 3M | +16.6% | -8.2% | +24.8% | +17.1% |
| 6M | -26.4% | -18.0% | -8.4% | -25.6% |
| YTD | -51.0% | -4.8% | -46.2% | -50.7% |
| 1Y | -50.8% | -11.0% | -39.7% | -50.3% |
| 3Y | -40.1% | +37.7% | -77.7% | -42.2% |
| All | -40.2% | +52.3% | -92.5% | -41.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling