+1,240.9%
INTU vs KRE
+154.6%
+1,086.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.5% | -3.9% | -3.6% |
| 7D | -7.1% | +1.3% | -8.4% | -7.6% |
| 30D | +1.5% | -2.7% | +4.1% | +2.5% |
| 3M | +10.7% | +8.2% | +2.5% | +7.1% |
| 6M | -23.8% | +12.8% | -36.7% | -28.0% |
| YTD | -49.3% | +17.5% | -66.8% | -53.1% |
| 1Y | -49.7% | +16.6% | -66.2% | -53.4% |
| 3Y | -38.0% | +79.5% | -117.5% | -53.4% |
| 5Y | -38.7% | +32.4% | -71.2% | -48.3% |
| 10Y | +221.3% | +124.1% | +97.2% | +98.5% |
| All | +1,240.9% | +154.6% | +1,086.3% | +627.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling