+696.7%
KKR vs FIS
-40.5%
+737.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.8% |
| 7D | -6.2% | -9.0% | +2.8% | -1.3% |
| 30D | -8.9% | -9.0% | +0.2% | -4.1% |
| 3M | +6.3% | -0.5% | +6.8% | +5.5% |
| 6M | +16.5% | -23.1% | +39.6% | +32.9% |
| YTD | -20.3% | -41.5% | +21.2% | +6.5% |
| 1Y | -29.8% | -42.2% | +12.4% | -5.9% |
| 3Y | +63.2% | -26.3% | +89.5% | +86.7% |
| 5Y | +68.0% | -65.2% | +133.1% | +186.6% |
| All | +696.7% | -40.5% | +737.2% | +942.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling