+4.9%
INTU vs RKT
-11.2%
+16.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.8% | +1.2% | -1.2% |
| 7D | -8.5% | -1.0% | -7.5% | -8.3% |
| 30D | -6.1% | -2.4% | -3.7% | -5.9% |
| 3M | +7.3% | +1.9% | +5.4% | +6.7% |
| 6M | -33.2% | -13.9% | -19.4% | -32.6% |
| YTD | -52.2% | -30.6% | -21.5% | -50.6% |
| 1Y | -52.7% | -34.4% | -18.3% | -51.0% |
| 3Y | -41.6% | +38.2% | -79.8% | -49.3% |
| 5Y | -42.6% | -9.7% | -33.0% | -50.4% |
| All | +4.9% | -11.2% | +16.1% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 10y: compounded portfolio wealth divided by compounded RKT 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…
10y analysis · Full analysis span regression · 6 months rolling