+1,023.6%
CSX vs KKR
+1,510.1%
-486.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.9% | -1.5% | -2.7% |
| 7D | -5.5% | +2.2% | -7.7% | -6.3% |
| 30D | +4.9% | +7.6% | -2.7% | +2.1% |
| 3M | -2.9% | -6.5% | +3.6% | -1.1% |
| 6M | +8.3% | -3.9% | +12.3% | +8.6% |
| YTD | +36.7% | -23.9% | +60.6% | +47.1% |
| 1Y | +41.5% | -18.5% | +60.0% | +48.0% |
| 3Y | +68.6% | +65.8% | +2.8% | +25.8% |
| 5Y | +48.4% | +25.3% | +23.1% | +18.1% |
| 10Y | +446.6% | +720.2% | -273.6% | +91.3% |
| All | +1,023.6% | +1,510.1% | -486.4% | +179.0% |
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