+99.1%
KO vs INTU
-41.3%
+140.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | 0.0% | +0.6% |
| 7D | +1.8% | -3.9% | +5.8% | +2.2% |
| 30D | +8.7% | +12.0% | -3.3% | +7.8% |
| 3M | +13.5% | +2.3% | +11.2% | +13.2% |
| 6M | +25.6% | -12.1% | +37.7% | +25.8% |
| YTD | +42.3% | -47.5% | +89.8% | +48.3% |
| 1Y | +39.9% | -46.9% | +86.8% | +45.6% |
| 3Y | +87.5% | -33.5% | +121.0% | +88.1% |
| 5Y | +99.1% | -41.2% | +140.3% | +92.7% |
| All | +99.1% | -41.3% | +140.3% | +92.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling