+34.0%
EQIX vs KMX
-54.8%
+88.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.2% | -1.9% |
| 7D | -1.6% | -3.4% | +1.7% | -1.0% |
| 30D | -0.4% | +4.0% | -4.4% | -1.1% |
| 3M | -0.9% | +24.8% | -25.7% | -5.3% |
| 6M | +8.1% | +43.6% | -35.5% | 0.0% |
| YTD | +35.7% | +56.6% | -21.0% | +22.0% |
| 1Y | +34.0% | +2.2% | +31.7% | +30.9% |
| 3Y | +41.4% | -25.4% | +66.9% | +45.3% |
| 5Y | +34.0% | -55.0% | +89.0% | +42.0% |
| All | +34.0% | -54.8% | +88.8% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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