+53.0%
CSX vs KKR
-21.8%
+74.9%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.0% | -0.6% |
| 7D | +0.6% | -0.6% | +1.3% | +0.7% |
| 30D | -2.3% | +3.0% | -5.3% | -2.6% |
| 3M | +4.3% | +13.6% | -9.4% | +2.6% |
| 6M | +23.4% | +16.2% | +7.2% | +20.2% |
| YTD | +36.4% | -16.6% | +53.0% | +41.0% |
| 1Y | +53.0% | -23.2% | +76.2% | +62.4% |
| All | +53.0% | -21.8% | +74.9% | +62.4% |
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