+942.0%
INTU vs KKR
+1,522.1%
-580.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.1% | +0.5% |
| 7D | -4.1% | -1.1% | -3.0% | -3.7% |
| 30D | +12.8% | +11.5% | +1.3% | +7.8% |
| 3M | +2.1% | -12.4% | +14.5% | +7.8% |
| 6M | -11.5% | -1.9% | -9.6% | -11.7% |
| YTD | -47.9% | -23.3% | -24.6% | -42.7% |
| 1Y | -47.7% | -20.4% | -27.2% | -43.5% |
| 3Y | -34.0% | +56.1% | -90.0% | -49.9% |
| 5Y | -43.5% | +28.4% | -72.0% | -54.6% |
| 10Y | +231.1% | +664.6% | -433.5% | +36.5% |
| All | +942.0% | +1,522.1% | -580.1% | +218.1% |
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 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