+686.0%
KR vs EQIX
+242.8%
+443.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.7% | +1.0% |
| 7D | -2.7% | -1.6% | -1.0% | -2.6% |
| 30D | +1.9% | -0.4% | +2.3% | +1.9% |
| 3M | -11.0% | -0.9% | -10.1% | -11.1% |
| 6M | -20.2% | +8.1% | -28.3% | -20.6% |
| YTD | -7.3% | +35.7% | -42.9% | -9.0% |
| 1Y | -13.1% | +34.0% | -47.1% | -14.7% |
| 3Y | +29.7% | +41.4% | -11.7% | +26.4% |
| 5Y | +48.8% | +34.0% | +14.8% | +44.7% |
| 10Y | +122.8% | +242.4% | -119.6% | +104.5% |
| All | +686.0% | +242.8% | +443.2% | +565.4% |
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