+1,278.5%
INTU vs KRE
+148.6%
+1,129.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.1% | +0.9% |
| 7D | -1.2% | +0.3% | -1.5% | -1.4% |
| 30D | +12.4% | +5.9% | +6.5% | +9.9% |
| 3M | +2.3% | -3.3% | +5.6% | +3.7% |
| 6M | -13.3% | +5.8% | -19.2% | -15.5% |
| YTD | -47.9% | +14.7% | -62.6% | -51.3% |
| 1Y | -47.2% | +22.0% | -69.2% | -51.8% |
| 3Y | -33.9% | +91.6% | -125.5% | -51.5% |
| 5Y | -41.3% | +13.0% | -54.3% | -47.0% |
| 10Y | +237.9% | +94.0% | +143.9% | +122.4% |
| All | +1,278.5% | +148.6% | +1,129.9% | +655.6% |
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