+243.1%
INTU vs KDP
+231.8%
+11.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.7% | -3.1% | -3.6% |
| 7D | +0.1% | +2.2% | -2.1% | -0.5% |
| 30D | +15.4% | +19.9% | -4.5% | +9.6% |
| 3M | +6.6% | +21.5% | -14.9% | +0.8% |
| 6M | -11.3% | +30.1% | -41.4% | -17.8% |
| YTD | -47.7% | +34.9% | -82.7% | -52.4% |
| 1Y | -47.0% | +43.4% | -90.4% | -52.7% |
| 3Y | -29.9% | +29.1% | -59.0% | -36.7% |
| 5Y | -42.2% | +15.0% | -57.2% | -45.6% |
| All | +243.1% | +231.8% | +11.3% | +173.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling