-10.7%
KHC vs EQIX
+47.7%
-58.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.8% | +4.3% | +2.6% |
| 7D | +2.0% | +4.1% | -2.0% | +1.9% |
| 30D | +10.6% | +5.8% | +4.8% | +10.4% |
| 3M | +0.5% | -1.4% | +1.9% | +0.7% |
| 6M | +12.1% | -1.2% | +13.3% | +12.2% |
| YTD | +8.9% | +39.6% | -30.7% | +4.3% |
| 1Y | +7.5% | +36.8% | -29.4% | +3.3% |
| 3Y | -10.7% | +47.3% | -58.0% | -16.4% |
| All | -10.7% | +47.7% | -58.4% | -16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling