+367.0%
KMB vs EQIX
+257.6%
+109.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.4% | -1.8% |
| 7D | +0.1% | +1.3% | -1.3% | 0.0% |
| 30D | +10.2% | +3.4% | +6.8% | +10.0% |
| 3M | +1.5% | +3.9% | -2.5% | +1.2% |
| 6M | +16.6% | -0.7% | +17.3% | +16.5% |
| YTD | +12.1% | +41.5% | -29.5% | +9.9% |
| 1Y | +11.1% | +32.9% | -21.8% | +9.2% |
| 3Y | +1.9% | +48.3% | -46.4% | -0.6% |
| 5Y | -1.3% | +52.3% | -53.6% | -4.1% |
| 10Y | +37.8% | +298.6% | -260.8% | +28.5% |
| All | +367.0% | +257.6% | +109.3% | +340.9% |
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