-62.0%
FISV vs KKR
-26.9%
-35.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.2% | +5.3% |
| 7D | -2.7% | -6.2% | +3.5% | +0.2% |
| 30D | 0.0% | -8.9% | +8.9% | +4.5% |
| 3M | -2.8% | +6.3% | -9.1% | -5.8% |
| 6M | -11.8% | +16.5% | -28.3% | -18.7% |
| YTD | -23.2% | -20.3% | -3.0% | -14.7% |
| 1Y | -62.0% | -29.8% | -32.2% | -59.0% |
| All | -62.0% | -26.9% | -35.1% | -59.0% |
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