+209.1%
INTU vs KKR
+709.2%
-500.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.7% | +1.1% |
| 7D | -9.2% | -8.1% | -1.1% | -5.3% |
| 30D | -7.0% | -9.1% | +2.1% | -2.6% |
| 3M | +10.5% | +6.4% | +4.2% | +6.5% |
| 6M | -30.6% | +12.6% | -43.1% | -35.4% |
| YTD | -52.3% | -20.4% | -31.9% | -47.7% |
| 1Y | -51.8% | -27.1% | -24.7% | -45.3% |
| 3Y | -41.8% | +63.8% | -105.7% | -60.5% |
| 5Y | -42.8% | +67.6% | -110.4% | -62.7% |
| All | +209.1% | +709.2% | -500.1% | +0.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling