+170.1%
KDP vs EQIX
+242.1%
-72.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.6% |
| 7D | -4.3% | -1.6% | -2.7% | -4.0% |
| 30D | +7.8% | -0.4% | +8.2% | +7.8% |
| 3M | -0.1% | -0.9% | +0.9% | -0.1% |
| 6M | +14.0% | +8.1% | +5.9% | +11.9% |
| YTD | +15.1% | +35.7% | -20.6% | +7.6% |
| 1Y | +18.5% | +34.0% | -15.5% | +11.0% |
| 3Y | +2.9% | +41.4% | -38.5% | -6.2% |
| 5Y | +3.0% | +34.0% | -31.0% | -6.5% |
| All | +170.1% | +242.1% | -72.0% | +98.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 10y: compounded portfolio wealth divided by compounded EQIX 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…
10y analysis · Full analysis span regression · 6 months rolling