+62.9%
KO vs EQIX
+40.7%
+22.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.2% | +0.5% |
| 7D | -1.1% | -1.6% | +0.5% | -1.0% |
| 30D | +1.6% | -0.4% | +1.9% | +1.5% |
| 3M | +5.8% | -0.9% | +6.7% | +5.7% |
| 6M | +14.3% | +8.1% | +6.2% | +13.1% |
| YTD | +27.3% | +35.7% | -8.4% | +23.0% |
| 1Y | +33.2% | +34.0% | -0.8% | +28.8% |
| All | +62.9% | +40.7% | +22.2% | +57.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling