+81.6%
KO vs EQIX
+33.1%
+48.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.2% | +0.6% |
| 7D | -1.1% | -1.6% | +0.5% | -0.9% |
| 30D | +1.6% | -0.4% | +1.9% | +1.6% |
| 3M | +5.8% | -0.9% | +6.7% | +5.7% |
| 6M | +14.3% | +8.1% | +6.2% | +12.4% |
| YTD | +27.3% | +35.7% | -8.4% | +20.4% |
| 1Y | +33.2% | +34.0% | -0.8% | +26.1% |
| 3Y | +64.5% | +41.4% | +23.1% | +51.9% |
| All | +81.6% | +33.1% | +48.6% | +61.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling