+1,584.4%
KKR vs FIS
+42.0%
+1,542.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.2% | -3.3% | -1.4% |
| 7D | +1.6% | +2.8% | -1.2% | -0.2% |
| 30D | +14.5% | -16.7% | +31.3% | +21.6% |
| 3M | -15.0% | -32.3% | +17.3% | +1.3% |
| 6M | +1.0% | -29.1% | +30.1% | +15.9% |
| YTD | -22.6% | -54.1% | +31.5% | +14.3% |
| 1Y | -18.2% | -53.7% | +35.5% | +20.1% |
| 3Y | +56.4% | -38.8% | +95.2% | +90.3% |
| 5Y | +29.6% | -71.1% | +100.7% | +135.6% |
| 10Y | +671.3% | -53.1% | +724.4% | +884.4% |
| All | +1,584.4% | +42.0% | +1,542.3% | +756.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling