+235.3%
INTU vs KDP
+235.7%
-0.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.2% |
| 7D | -3.9% | +0.3% | -4.3% | -4.1% |
| 30D | +11.7% | +16.3% | -4.6% | +7.0% |
| 3M | +4.5% | +24.0% | -19.5% | -1.8% |
| 6M | -13.9% | +30.0% | -43.9% | -20.2% |
| YTD | -48.2% | +36.1% | -84.3% | -53.0% |
| 1Y | -47.1% | +46.8% | -94.0% | -53.2% |
| 3Y | -32.5% | +30.5% | -63.0% | -39.3% |
| 5Y | -42.6% | +17.9% | -60.5% | -46.3% |
| 10Y | +235.3% | +239.3% | -4.0% | +163.2% |
| All | +235.3% | +235.7% | -0.4% | +163.2% |
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