+47.1%
CSX vs KKR
-12.5%
+59.6%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.6% | -3.0% | +2.0% |
| 7D | +0.1% | +8.9% | -8.8% | -0.7% |
| 30D | +9.7% | +12.7% | -2.9% | +8.5% |
| 3M | +2.3% | -6.2% | +8.4% | +2.5% |
| 6M | +17.1% | -1.5% | +18.6% | +16.9% |
| YTD | +44.9% | -20.1% | +64.9% | +49.6% |
| 1Y | +47.1% | -13.7% | +60.8% | +44.3% |
| All | +47.1% | -12.5% | +59.6% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 1y: compounded portfolio wealth divided by compounded KKR 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…
1y analysis · Full analysis span regression · 6 months rolling