+211.1%
INTU vs KDP
+175.4%
+35.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.0% | -4.1% |
| 7D | -7.5% | +2.1% | -9.6% | -8.1% |
| 30D | -1.9% | +8.5% | -10.4% | -4.2% |
| 3M | +4.9% | +6.6% | -1.8% | +2.9% |
| 6M | -33.2% | +17.1% | -50.3% | -36.3% |
| YTD | -51.4% | +19.0% | -70.4% | -54.1% |
| 1Y | -52.0% | +21.8% | -73.8% | -55.2% |
| 3Y | -40.7% | +6.4% | -47.1% | -43.2% |
| 5Y | -41.7% | +5.1% | -46.9% | -43.8% |
| 10Y | +211.1% | +175.8% | +35.3% | +153.4% |
| All | +211.1% | +175.4% | +35.8% | +153.4% |
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