+14,280.5%
INTU vs KR
+3,883.6%
+10,396.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +11.9% |
| 6M | -23.8% | -12.8% | -11.1% | -21.6% |
| YTD | -49.3% | -4.6% | -44.7% | -49.0% |
| 1Y | -49.7% | -11.7% | -38.0% | -48.6% |
| 3Y | -38.0% | +36.3% | -74.3% | -43.5% |
| 5Y | -38.7% | +40.0% | -78.7% | -45.6% |
| 10Y | +221.3% | +122.2% | +99.1% | +140.4% |
| All | +14,280.5% | +3,883.6% | +10,396.9% | +6,425.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling