-42.6%
INTU vs KKR
+72.2%
-114.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -0.8% |
| 7D | -8.5% | -2.2% | -6.3% | -7.5% |
| 30D | -6.1% | +0.3% | -6.4% | -6.3% |
| 3M | +7.3% | +8.8% | -1.5% | +2.4% |
| 6M | -33.2% | +14.9% | -48.1% | -38.3% |
| YTD | -52.2% | -17.9% | -34.3% | -48.2% |
| 1Y | -52.7% | -23.7% | -29.0% | -47.4% |
| 3Y | -41.6% | +69.1% | -110.7% | -63.3% |
| 5Y | -42.6% | +72.6% | -115.2% | -65.4% |
| All | -42.6% | +72.2% | -114.8% | -65.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling