-43.1%
KHC vs EQIX
+430.8%
-473.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | -1.8% | -0.8% | -1.0% | -1.6% |
| 30D | -1.9% | -1.4% | -0.4% | -1.6% |
| 3M | +14.4% | -4.4% | +18.8% | +15.2% |
| 6M | +8.7% | +7.9% | +0.8% | +5.7% |
| YTD | +7.8% | +37.3% | -29.5% | -2.5% |
| 1Y | -1.5% | +37.8% | -39.3% | -11.2% |
| 3Y | -9.9% | +42.0% | -51.8% | -21.2% |
| 5Y | -10.7% | +29.6% | -40.4% | -21.0% |
| 10Y | -55.7% | +238.3% | -294.0% | -74.6% |
| All | -43.1% | +430.8% | -473.9% | -74.7% |
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