-45.2%
INTU vs KDP
+41.3%
-86.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.9% | -2.4% | +2.4% |
| 7D | +8.7% | +5.3% | +3.3% | +7.8% |
| 30D | +25.9% | +19.1% | +6.8% | +23.6% |
| 3M | +10.7% | +19.2% | -8.4% | +8.6% |
| 6M | -11.6% | +29.3% | -40.8% | -10.5% |
| YTD | -45.4% | +35.5% | -80.9% | -43.9% |
| 1Y | -45.2% | +43.5% | -88.7% | -44.8% |
| All | -45.2% | +41.3% | -86.6% | -44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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