+337.3%
FISV vs KKR
+1,586.8%
-1,249.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.2% | +5.3% |
| 7D | -2.7% | -6.2% | +3.5% | -0.5% |
| 30D | 0.0% | -8.9% | +8.9% | +3.3% |
| 3M | -2.8% | +6.3% | -9.1% | -5.1% |
| 6M | -11.8% | +16.5% | -28.3% | -16.8% |
| YTD | -23.2% | -20.3% | -3.0% | -17.8% |
| 1Y | -62.0% | -29.8% | -32.2% | -57.5% |
| 3Y | -57.6% | +63.2% | -120.8% | -66.0% |
| 5Y | -53.4% | +68.0% | -121.4% | -64.5% |
| 10Y | +2.9% | +704.3% | -701.4% | -53.4% |
| All | +337.3% | +1,586.8% | -1,249.5% | +50.8% |
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