+1,283.6%
INTU vs KRE
+147.5%
+1,136.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.3% |
| 7D | +0.1% | +0.7% | -0.7% | -0.3% |
| 30D | +10.1% | +6.1% | +3.9% | +7.5% |
| 3M | -4.2% | -5.9% | +1.7% | -1.8% |
| 6M | -7.2% | +9.6% | -16.8% | -10.9% |
| YTD | -47.7% | +14.2% | -61.9% | -51.0% |
| 1Y | -46.7% | +22.5% | -69.2% | -51.5% |
| 3Y | -34.1% | +90.4% | -124.4% | -51.5% |
| 5Y | -43.3% | +11.9% | -55.1% | -48.5% |
| 10Y | +232.6% | +88.8% | +143.8% | +121.4% |
| All | +1,283.6% | +147.5% | +1,136.2% | +659.9% |
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