-29.9%
INTU vs KDP
+28.7%
-58.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.7% | -3.1% | -3.7% |
| 7D | +0.1% | +2.2% | -2.1% | -0.2% |
| 30D | +15.4% | +19.9% | -4.5% | +13.4% |
| 3M | +6.6% | +21.5% | -14.9% | +4.6% |
| 6M | -11.3% | +30.1% | -41.4% | -12.8% |
| YTD | -47.7% | +34.9% | -82.7% | -48.6% |
| 1Y | -47.0% | +43.4% | -90.4% | -48.3% |
| 3Y | -29.9% | +29.1% | -59.0% | -30.9% |
| All | -29.9% | +28.7% | -58.6% | -30.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling