+914.4%
INTU vs KKR
+1,697.8%
-783.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.8% | -1.5% | -2.6% |
| 7D | -7.1% | -0.9% | -6.2% | -6.7% |
| 30D | +1.5% | +2.2% | -0.7% | +0.5% |
| 3M | +10.7% | +13.1% | -2.4% | +4.4% |
| 6M | -23.8% | +15.3% | -39.1% | -29.1% |
| YTD | -49.3% | -15.0% | -34.3% | -46.6% |
| 1Y | -49.7% | -21.0% | -28.7% | -45.7% |
| 3Y | -38.0% | +76.7% | -114.7% | -55.4% |
| 5Y | -38.7% | +74.3% | -113.1% | -56.4% |
| 10Y | +221.3% | +753.7% | -532.4% | +26.6% |
| All | +914.4% | +1,697.8% | -783.4% | +196.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling