-56.0%
KHC vs EQIX
+242.1%
-298.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +1.0% | -0.5% |
| 7D | -2.5% | -1.6% | -0.9% | -2.1% |
| 30D | +0.5% | -0.4% | +0.9% | +0.5% |
| 3M | +3.0% | -0.9% | +4.0% | +2.8% |
| 6M | +6.6% | +8.1% | -1.5% | +3.8% |
| YTD | +5.8% | +35.7% | -29.9% | -3.4% |
| 1Y | -2.2% | +34.0% | -36.2% | -10.6% |
| 3Y | -12.5% | +41.4% | -54.0% | -22.9% |
| 5Y | -13.6% | +34.0% | -47.6% | -23.9% |
| All | -56.0% | +242.1% | -298.1% | -73.8% |
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