+1,299.3%
INTU vs KDP
+1,132.0%
+167.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -3.1% |
| 7D | -7.1% | +1.3% | -8.4% | -7.5% |
| 30D | +1.5% | +6.0% | -4.5% | -0.5% |
| 3M | +10.7% | +9.2% | +1.5% | +7.5% |
| 6M | -23.8% | +14.7% | -38.5% | -27.6% |
| YTD | -49.3% | +19.2% | -68.5% | -52.6% |
| 1Y | -49.7% | +15.2% | -64.8% | -52.6% |
| 3Y | -38.0% | +6.0% | -44.0% | -41.0% |
| 5Y | -38.7% | +5.4% | -44.2% | -41.7% |
| 10Y | +221.3% | +171.9% | +49.5% | +114.3% |
| All | +1,299.3% | +1,132.0% | +167.4% | +436.9% |
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 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