+1,636.4%
KKR vs EQIX
+1,567.1%
+69.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.4% |
| 7D | -6.2% | +0.2% | -6.3% | -6.2% |
| 30D | -8.9% | -2.5% | -6.4% | -7.9% |
| 3M | +6.3% | 0.0% | +6.3% | +5.8% |
| 6M | +16.5% | +7.6% | +8.8% | +12.0% |
| YTD | -20.3% | +37.5% | -57.8% | -32.1% |
| 1Y | -29.8% | +32.9% | -62.7% | -39.4% |
| 3Y | +63.2% | +42.8% | +20.4% | +35.4% |
| 5Y | +68.0% | +35.8% | +32.1% | +41.0% |
| 10Y | +704.3% | +247.0% | +457.3% | +358.3% |
| All | +1,636.4% | +1,567.1% | +69.3% | +380.3% |
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