+482.4%
CSX vs KKR
+721.8%
-239.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.0% | -0.2% |
| 7D | +0.6% | -0.6% | +1.3% | +0.8% |
| 30D | -2.3% | +3.0% | -5.3% | -3.6% |
| 3M | +4.3% | +13.6% | -9.4% | -1.2% |
| 6M | +23.4% | +16.2% | +7.2% | +15.0% |
| YTD | +36.4% | -16.6% | +53.0% | +42.6% |
| 1Y | +53.0% | -23.2% | +76.2% | +64.2% |
| 3Y | +70.6% | +71.7% | -1.1% | +23.5% |
| 5Y | +65.5% | +74.8% | -9.4% | +11.3% |
| 10Y | +482.4% | +711.6% | -229.2% | +89.2% |
| All | +482.4% | +721.8% | -239.4% | +89.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling