-13.7%
KKR vs FIS
-50.5%
+36.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -23.7% | +29.2% | +10.9% |
| 7D | +8.9% | -18.4% | +27.3% | +11.1% |
| 30D | +12.7% | -11.4% | +24.0% | +10.5% |
| 3M | -6.2% | -32.0% | +25.8% | +4.1% |
| 6M | -1.5% | -35.6% | +34.1% | +12.3% |
| YTD | -20.1% | -53.8% | +33.7% | +17.2% |
| 1Y | -13.7% | -51.1% | +37.4% | +23.8% |
| All | -13.7% | -50.5% | +36.8% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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