+1,117.5%
KDP vs EQIX
+1,502.9%
-385.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | +1.3% | -0.8% | +2.1% | +1.4% |
| 30D | +6.0% | -1.4% | +7.4% | +6.3% |
| 3M | +9.2% | -4.4% | +13.6% | +10.0% |
| 6M | +14.7% | +7.9% | +6.7% | +12.3% |
| YTD | +19.2% | +37.3% | -18.1% | +10.1% |
| 1Y | +15.2% | +37.8% | -22.6% | +6.2% |
| 3Y | +6.0% | +42.0% | -36.0% | -4.6% |
| 5Y | +5.4% | +29.6% | -24.2% | -4.7% |
| 10Y | +171.9% | +238.3% | -66.5% | +88.9% |
| All | +1,117.5% | +1,502.9% | -385.4% | +355.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling