+74.5%
CSX vs KKR
+59.8%
+14.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.7% | +1.1% | +2.4% |
| 7D | -2.2% | +0.1% | -2.3% | -2.2% |
| 30D | +6.8% | +7.9% | -1.0% | +5.1% |
| 3M | +0.7% | -4.4% | +5.1% | +1.3% |
| 6M | +13.3% | -4.0% | +17.2% | +13.5% |
| YTD | +40.5% | -22.6% | +63.1% | +47.3% |
| 1Y | +44.7% | -18.6% | +63.2% | +49.4% |
| 3Y | +74.5% | +60.6% | +13.9% | +68.8% |
| All | +74.5% | +59.8% | +14.7% | +68.8% |
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