-12.8%
KHC vs EQIX
+36.3%
-49.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.3% | -1.2% |
| 7D | -4.8% | +2.3% | -7.1% | -5.0% |
| 30D | +0.3% | +0.4% | -0.2% | +0.2% |
| 3M | +6.7% | -1.1% | +7.8% | +6.6% |
| 6M | +4.2% | +11.5% | -7.3% | +2.3% |
| YTD | +6.7% | +38.2% | -31.5% | +1.3% |
| 1Y | -1.4% | +36.7% | -38.1% | -6.4% |
| 3Y | -11.8% | +44.1% | -55.8% | -17.8% |
| All | -12.8% | +36.3% | -49.1% | -19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling