+52.0%
KR vs EQIX
+34.9%
+17.2%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.4% | +1.3% | +2.6% |
| 7D | -0.2% | +0.2% | -0.3% | -0.2% |
| 30D | +5.1% | -2.5% | +7.5% | +5.2% |
| 3M | -8.2% | 0.0% | -8.1% | -8.2% |
| 6M | -18.0% | +7.6% | -25.6% | -18.5% |
| YTD | -4.8% | +37.5% | -42.3% | -7.0% |
| 1Y | -11.0% | +32.9% | -43.9% | -12.9% |
| 3Y | +37.7% | +42.8% | -5.1% | +32.9% |
| All | +52.0% | +34.9% | +17.2% | +42.2% |
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 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