+1,343.1%
INTU vs KDP
+1,294.8%
+48.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.7% | -3.1% | -3.5% |
| 7D | +0.1% | +2.2% | -2.1% | -0.6% |
| 30D | +15.4% | +19.9% | -4.5% | +8.8% |
| 3M | +6.6% | +21.5% | -14.9% | -0.1% |
| 6M | -11.3% | +30.1% | -41.4% | -18.8% |
| YTD | -47.7% | +34.9% | -82.7% | -53.1% |
| 1Y | -47.0% | +43.4% | -90.4% | -53.5% |
| 3Y | -29.9% | +29.1% | -59.0% | -37.6% |
| 5Y | -42.2% | +15.0% | -57.2% | -46.5% |
| 10Y | +251.7% | +234.1% | +17.6% | +118.4% |
| All | +1,343.1% | +1,294.8% | +48.3% | +431.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling