+66.5%
KKR vs FIS
-64.9%
+131.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | +0.1% | +0.1% |
| 7D | -6.2% | -7.9% | +1.7% | -2.6% |
| 30D | -8.9% | -8.0% | -0.9% | -5.4% |
| 3M | +6.3% | +0.6% | +5.7% | +5.1% |
| 6M | +16.5% | -22.2% | +38.7% | +29.4% |
| YTD | -20.3% | -40.8% | +20.5% | +0.9% |
| 1Y | -29.8% | -41.5% | +11.7% | -10.9% |
| 3Y | +63.2% | -25.5% | +88.7% | +84.7% |
| All | +66.5% | -64.9% | +131.4% | +139.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling