-12.9%
KMB vs EQIX
+31.3%
-44.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.2% | -4.3% | -4.1% |
| 7D | -8.6% | +2.3% | -10.9% | -8.9% |
| 30D | -7.5% | +0.4% | -8.0% | -7.6% |
| 3M | -0.6% | -1.1% | +0.5% | -0.6% |
| 6M | -1.5% | +11.5% | -13.0% | -3.4% |
| YTD | +1.6% | +38.2% | -36.6% | -3.9% |
| 1Y | -20.8% | +36.7% | -57.4% | -24.9% |
| 3Y | -12.4% | +44.1% | -56.5% | -18.9% |
| 5Y | -12.9% | +34.8% | -47.8% | -20.7% |
| All | -12.9% | +31.3% | -44.2% | -20.7% |
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