-45.2%
INTU vs KKR
-12.5%
-32.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.6% | -2.1% | +1.3% |
| 7D | +8.7% | +8.9% | -0.3% | +5.1% |
| 30D | +25.9% | +12.7% | +13.2% | +20.1% |
| 3M | +10.7% | -6.2% | +16.9% | +12.9% |
| 6M | -11.6% | -1.5% | -10.0% | -11.0% |
| YTD | -45.4% | -20.1% | -25.3% | -40.2% |
| 1Y | -45.2% | -13.7% | -31.5% | -42.9% |
| All | -45.2% | -12.5% | -32.8% | -42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 1y: compounded portfolio wealth divided by compounded KKR 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…
1y analysis · Full analysis span regression · 6 months rolling