-3.7%
FISV vs KKR
-12.5%
+8.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +5.6% | +0.7% | +3.9% |
| 7D | +29.6% | +8.9% | +20.7% | +25.0% |
| 30D | +34.5% | +12.7% | +21.8% | +27.7% |
| 3M | +11.2% | -6.2% | +17.4% | +14.1% |
| 6M | -1.2% | -1.5% | +0.3% | -0.8% |
| YTD | -7.6% | -20.1% | +12.4% | +1.0% |
| 1Y | -3.7% | -13.7% | +10.0% | -0.5% |
| All | -3.7% | -12.5% | +8.7% | -0.5% |
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