+45.6%
CSX vs KKR
-20.0%
+65.6%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.7% | +1.1% | +2.6% |
| 7D | -2.2% | +0.1% | -2.3% | -2.2% |
| 30D | +6.8% | +7.9% | -1.0% | +6.0% |
| 3M | +0.7% | -4.4% | +5.1% | +0.8% |
| 6M | +13.3% | -4.0% | +17.2% | +13.4% |
| YTD | +40.5% | -22.6% | +63.1% | +45.7% |
| All | +45.6% | -20.0% | +65.6% | +45.6% |
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