+2,896.3%
KLAC vs EQIX
+246.8%
+2,649.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.4% | +0.6% | +1.2% |
| 7D | -2.7% | +0.2% | -2.8% | -2.7% |
| 30D | -13.2% | -2.5% | -10.7% | -11.9% |
| 3M | -25.0% | 0.0% | -25.0% | -25.2% |
| 6M | +23.6% | +7.6% | +16.0% | +18.5% |
| YTD | +49.2% | +37.5% | +11.7% | +24.3% |
| 1Y | +89.3% | +32.9% | +56.4% | +60.3% |
| 3Y | +274.4% | +42.8% | +231.6% | +195.7% |
| 5Y | +440.9% | +35.8% | +405.1% | +328.4% |
| All | +2,896.3% | +246.8% | +2,649.6% | +1,429.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling