+31.2%
KKR vs FIS
-71.2%
+102.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.2% | -3.3% | -0.8% |
| 7D | +1.6% | +2.8% | -1.2% | +0.2% |
| 30D | +14.5% | -16.7% | +31.3% | +19.7% |
| 3M | -15.0% | -32.3% | +17.3% | -2.2% |
| 6M | +1.0% | -29.1% | +30.1% | +12.7% |
| YTD | -22.6% | -54.1% | +31.5% | +6.7% |
| 1Y | -18.2% | -53.7% | +35.5% | +12.3% |
| 3Y | +56.4% | -38.8% | +95.2% | +86.5% |
| All | +31.2% | -71.2% | +102.5% | +112.9% |
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