+177.9%
KO vs INTU
+210.8%
-33.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | -1.1% | -9.2% | +8.1% | +0.4% |
| 30D | +1.6% | -7.0% | +8.6% | +2.6% |
| 3M | +5.8% | +10.5% | -4.8% | +3.8% |
| 6M | +14.3% | -30.6% | +44.9% | +19.6% |
| YTD | +27.3% | -52.3% | +79.7% | +42.0% |
| 1Y | +33.2% | -51.8% | +85.0% | +48.0% |
| 3Y | +64.5% | -41.8% | +106.3% | +71.8% |
| 5Y | +83.1% | -42.8% | +125.9% | +85.7% |
| All | +177.9% | +210.8% | -33.0% | +80.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling