+487.9%
KO vs EQIX
+242.8%
+245.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.2% | +0.4% |
| 7D | -1.1% | -1.6% | +0.5% | -1.0% |
| 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% | +13.8% |
| YTD | +27.3% | +35.7% | -8.4% | +25.4% |
| 1Y | +33.2% | +34.0% | -0.8% | +31.2% |
| 3Y | +64.5% | +41.4% | +23.1% | +61.2% |
| 5Y | +83.1% | +34.0% | +49.1% | +79.3% |
| 10Y | +183.9% | +242.4% | -58.4% | +168.1% |
| All | +487.9% | +242.8% | +245.1% | +404.3% |
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