+78.3%
CSX vs KKR
+59.0%
+19.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.5% | -0.9% |
| 7D | +6.0% | +1.6% | +4.3% | +5.6% |
| 30D | +7.8% | +14.5% | -6.7% | +4.8% |
| 3M | +4.1% | -15.0% | +19.1% | +7.4% |
| 6M | +17.9% | +1.0% | +16.9% | +16.9% |
| YTD | +44.9% | -22.6% | +67.5% | +51.9% |
| 1Y | +51.1% | -18.2% | +69.4% | +55.9% |
| 3Y | +78.3% | +56.4% | +21.9% | +73.6% |
| All | +78.3% | +59.0% | +19.3% | +73.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling