-12.5%
KHC vs EQIX
+43.1%
-55.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.2% |
| 7D | -2.2% | +1.3% | -3.5% | -2.3% |
| 30D | -0.1% | +0.3% | -0.4% | -0.1% |
| 3M | +8.3% | -1.6% | +9.9% | +8.4% |
| 6M | +5.0% | +12.2% | -7.2% | +3.4% |
| YTD | +8.0% | +38.0% | -30.0% | +3.4% |
| 1Y | -1.1% | +38.9% | -40.0% | -5.5% |
| All | -12.5% | +43.1% | -55.6% | -17.9% |
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