+350.3%
KMB vs EQIX
+246.9%
+103.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.6% |
| 7D | -3.0% | -0.8% | -2.2% | -3.0% |
| 30D | -5.5% | -1.4% | -4.0% | -5.4% |
| 3M | +14.0% | -4.4% | +18.4% | +14.2% |
| 6M | +4.1% | +7.9% | -3.9% | +3.6% |
| YTD | +8.0% | +37.3% | -29.2% | +6.2% |
| 1Y | -13.7% | +37.8% | -51.5% | -15.3% |
| 3Y | -5.9% | +42.0% | -47.9% | -8.0% |
| 5Y | -8.6% | +29.6% | -38.3% | -10.6% |
| 10Y | +17.3% | +238.3% | -221.0% | +10.1% |
| All | +350.3% | +246.9% | +103.4% | +326.0% |
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