+1,750.7%
KKR vs FIS
+99.1%
+1,651.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.3% |
| 7D | -0.9% | +1.1% | -2.0% | -1.5% |
| 30D | +2.2% | -2.2% | +4.4% | +3.4% |
| 3M | +13.1% | +2.1% | +10.9% | +10.6% |
| 6M | +15.3% | -14.7% | +29.9% | +24.4% |
| YTD | -15.0% | -35.7% | +20.7% | +8.6% |
| 1Y | -21.0% | -37.1% | +16.1% | +1.8% |
| 3Y | +76.7% | -20.0% | +96.7% | +93.5% |
| 5Y | +74.3% | -62.1% | +136.5% | +183.6% |
| 10Y | +753.7% | -37.4% | +791.1% | +870.7% |
| All | +1,750.7% | +99.1% | +1,651.6% | +713.4% |
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 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