+32.7%
KO vs INTU
-49.4%
+82.1%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.4% | +2.5% | -0.8% |
| 7D | -1.8% | -7.1% | +5.3% | -1.6% |
| 30D | +1.4% | +1.5% | 0.0% | +1.5% |
| 3M | +15.4% | +10.7% | +4.7% | +15.0% |
| 6M | +14.3% | -23.8% | +38.1% | +12.2% |
| YTD | +27.7% | -49.3% | +77.0% | +25.8% |
| 1Y | +32.7% | -49.7% | +82.4% | +30.7% |
| All | +32.7% | -49.4% | +82.1% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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