+121.9%
KRE vs EQIX
+246.8%
-124.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.2% | -0.2% |
| 7D | -1.8% | +0.2% | -2.0% | -1.9% |
| 30D | -4.5% | -2.5% | -2.0% | -3.9% |
| 3M | +2.7% | 0.0% | +2.8% | +2.4% |
| 6M | +16.9% | +7.6% | +9.2% | +14.2% |
| YTD | +15.4% | +37.5% | -22.2% | +5.0% |
| 1Y | +16.1% | +32.9% | -16.8% | +6.5% |
| 3Y | +85.7% | +42.8% | +43.0% | +65.4% |
| 5Y | +33.3% | +35.8% | -2.6% | +17.5% |
| All | +121.9% | +246.8% | -124.9% | +69.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling