-49.7%
INTU vs KRE
+17.8%
-67.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.5% | -3.9% | -3.4% |
| 7D | -7.1% | +1.3% | -8.4% | -7.1% |
| 30D | +1.5% | -2.7% | +4.1% | +1.4% |
| 3M | +10.7% | +8.2% | +2.5% | +11.2% |
| 6M | -23.8% | +12.8% | -36.7% | -23.8% |
| YTD | -49.3% | +17.5% | -66.8% | -50.0% |
| 1Y | -49.7% | +16.6% | -66.2% | -51.1% |
| All | -49.7% | +17.8% | -67.4% | -51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 KRE 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