+2,052.2%
KO vs INTU
+17,031.5%
-14,979.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.4% | +1.8% |
| 7D | +3.7% | +0.1% | +3.7% | +3.7% |
| 30D | +8.1% | +10.1% | -1.9% | +7.1% |
| 3M | +14.2% | -4.2% | +18.4% | +14.5% |
| 6M | +25.2% | -7.2% | +32.4% | +25.3% |
| YTD | +44.7% | -47.7% | +92.4% | +52.2% |
| 1Y | +43.4% | -46.7% | +90.1% | +50.4% |
| 3Y | +90.1% | -34.1% | +124.1% | +93.5% |
| 5Y | +103.0% | -43.3% | +146.2% | +106.7% |
| 10Y | +229.8% | +232.6% | -2.8% | +182.8% |
| All | +2,052.2% | +17,031.5% | -14,979.3% | +1,151.8% |
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