+43.2%
KO vs EQIX
+29.1%
+14.2%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.9% | -2.9% | +1.3% |
| 7D | +4.4% | +4.6% | -0.2% | +4.7% |
| 30D | +10.7% | +3.0% | +7.7% | +11.1% |
| 3M | +11.3% | +0.7% | +10.6% | +11.7% |
| 6M | +24.0% | -1.7% | +25.8% | +24.7% |
| YTD | +39.7% | +39.7% | 0.0% | +37.8% |
| 1Y | +43.2% | +29.7% | +13.5% | +47.9% |
| All | +43.2% | +29.1% | +14.2% | +47.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling