+238.7%
EQIX vs KMX
+2,792.9%
-2,554.2%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.3% | +4.8% | +1.6% |
| 7D | +1.3% | -0.7% | +2.0% | +1.5% |
| 30D | +0.3% | +4.1% | -3.8% | -0.8% |
| 3M | -1.6% | +27.5% | -29.1% | -8.1% |
| 6M | +12.2% | +43.6% | -31.4% | +0.6% |
| YTD | +38.0% | +56.8% | -18.8% | +19.7% |
| 1Y | +38.9% | -1.3% | +40.2% | +33.1% |
| 3Y | +43.8% | -25.4% | +69.2% | +44.0% |
| 5Y | +30.4% | -53.9% | +84.3% | +42.2% |
| 10Y | +238.6% | +0.7% | +237.9% | +172.7% |
| All | +238.7% | +2,792.9% | -2,554.2% | +12.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling