+1,030.3%
CSX vs KKR
+1,697.8%
-667.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.7% | +1.5% |
| 7D | -3.4% | -0.9% | -2.5% | -3.1% |
| 30D | -3.1% | +2.2% | -5.2% | -4.1% |
| 3M | +7.2% | +13.1% | -5.9% | +1.7% |
| 6M | +16.2% | +15.3% | +0.9% | +8.6% |
| YTD | +37.5% | -15.0% | +52.6% | +42.6% |
| 1Y | +53.2% | -21.0% | +74.2% | +62.3% |
| 3Y | +68.2% | +76.7% | -8.5% | +22.8% |
| 5Y | +65.2% | +74.3% | -9.1% | +14.7% |
| 10Y | +504.1% | +753.7% | -249.6% | +108.9% |
| All | +1,030.3% | +1,697.8% | -667.5% | +170.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling