+7,968.2%
KLAC vs EQIX
+248.6%
+7,719.5%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.7% |
| 7D | +10.6% | +1.3% | +9.3% | +10.4% |
| 30D | -4.5% | +0.3% | -4.8% | -4.5% |
| 3M | -10.3% | -1.6% | -8.7% | -10.1% |
| 6M | +40.9% | +12.2% | +28.7% | +38.7% |
| YTD | +56.1% | +38.0% | +18.1% | +49.1% |
| 1Y | +109.0% | +38.9% | +70.1% | +99.4% |
| 3Y | +288.8% | +43.8% | +245.0% | +268.3% |
| 5Y | +489.1% | +30.4% | +458.8% | +464.6% |
| 10Y | +3,041.8% | +238.6% | +2,803.2% | +2,592.8% |
| All | +7,968.2% | +248.6% | +7,719.5% | +5,126.1% |
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