+1,798.4%
KO vs INTU
+16,502.9%
-14,704.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.4% | +2.5% | -0.5% |
| 7D | -1.8% | -7.1% | +5.3% | -1.1% |
| 30D | +1.4% | +1.5% | 0.0% | +1.2% |
| 3M | +15.4% | +10.7% | +4.7% | +14.1% |
| 6M | +14.3% | -23.8% | +38.1% | +16.3% |
| YTD | +27.7% | -49.3% | +77.0% | +34.8% |
| 1Y | +32.7% | -49.7% | +82.4% | +40.1% |
| 3Y | +62.2% | -38.0% | +100.2% | +66.3% |
| 5Y | +80.0% | -38.7% | +118.7% | +82.0% |
| 10Y | +175.6% | +221.3% | -45.7% | +137.4% |
| All | +1,798.4% | +16,502.9% | -14,704.4% | +1,008.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling