+33.6%
KO vs INTU
-52.1%
+85.7%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.3% |
| 7D | -1.1% | -9.2% | +8.1% | -0.9% |
| 30D | +1.6% | -7.0% | +8.6% | +1.8% |
| 3M | +5.8% | +10.5% | -4.8% | +5.8% |
| 6M | +14.3% | -30.6% | +44.9% | +12.0% |
| YTD | +27.3% | -52.3% | +79.7% | +25.8% |
| All | +33.6% | -52.1% | +85.7% | +31.9% |
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