+1,068.5%
CSX vs KKR
+1,583.0%
-514.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.8% | -1.6% | +0.2% |
| 7D | +0.7% | +5.1% | -4.4% | -1.1% |
| 30D | +8.1% | +10.9% | -2.8% | +4.0% |
| 3M | +2.2% | -2.9% | +5.1% | +2.7% |
| 6M | +14.6% | -1.2% | +15.9% | +13.7% |
| YTD | +42.2% | -20.4% | +62.6% | +50.5% |
| 1Y | +47.3% | -15.4% | +62.7% | +52.1% |
| 3Y | +73.5% | +61.9% | +11.6% | +31.0% |
| 5Y | +54.1% | +38.3% | +15.8% | +18.0% |
| 10Y | +409.0% | +720.6% | -311.6% | +78.2% |
| All | +1,068.5% | +1,583.0% | -514.5% | +185.5% |
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