+67.8%
CSX vs KKR
+75.2%
-7.4%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.7% | +1.3% |
| 7D | -3.4% | -0.9% | -2.5% | -3.2% |
| 30D | -3.1% | +2.2% | -5.2% | -3.8% |
| 3M | +7.2% | +13.1% | -5.9% | +3.5% |
| 6M | +16.2% | +15.3% | +0.9% | +11.0% |
| YTD | +37.5% | -15.0% | +52.6% | +41.6% |
| 1Y | +53.2% | -21.0% | +74.2% | +60.4% |
| 3Y | +68.2% | +76.7% | -8.5% | +35.6% |
| All | +67.8% | +75.2% | -7.4% | +27.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling