+111.9%
KMI vs EQIX
+1,447.7%
-1,335.8%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.8% |
| 7D | -1.8% | +2.3% | -4.1% | -2.4% |
| 30D | +0.1% | +0.4% | -0.4% | -0.1% |
| 3M | +1.2% | -1.1% | +2.3% | +1.2% |
| 6M | -3.9% | +11.5% | -15.4% | -7.1% |
| YTD | +17.5% | +38.2% | -20.7% | +6.8% |
| 1Y | +22.6% | +36.7% | -14.0% | +11.6% |
| 3Y | +116.3% | +44.1% | +72.2% | +91.4% |
| 5Y | +157.6% | +34.8% | +122.8% | +127.3% |
| 10Y | +136.6% | +248.8% | -112.2% | +49.8% |
| All | +111.9% | +1,447.7% | -1,335.8% | -23.2% |
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