+2,013.0%
KO vs INTU
+16,954.8%
-14,941.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | -0.1% |
| 7D | +1.8% | -4.1% | +5.9% | +2.2% |
| 30D | +8.1% | +12.8% | -4.7% | +6.9% |
| 3M | +13.0% | +2.1% | +10.9% | +12.6% |
| 6M | +23.3% | -11.5% | +34.7% | +23.9% |
| YTD | +42.1% | -47.9% | +90.0% | +49.5% |
| 1Y | +39.9% | -47.7% | +87.6% | +47.0% |
| 3Y | +87.3% | -34.0% | +121.2% | +90.6% |
| 5Y | +99.3% | -43.5% | +142.8% | +103.0% |
| 10Y | +223.8% | +231.1% | -7.3% | +177.8% |
| All | +2,013.0% | +16,954.8% | -14,941.9% | +1,129.5% |
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