+31.7%
KRE vs EQIX
+34.9%
-3.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.2% | -0.3% |
| 7D | -1.8% | +0.2% | -2.0% | -1.9% |
| 30D | -4.5% | -2.5% | -2.0% | -3.8% |
| 3M | +2.7% | 0.0% | +2.8% | +2.4% |
| 6M | +16.9% | +7.6% | +9.2% | +13.7% |
| YTD | +15.4% | +37.5% | -22.2% | +3.1% |
| 1Y | +16.1% | +32.9% | -16.8% | +4.8% |
| 3Y | +85.7% | +42.8% | +43.0% | +61.1% |
| All | +31.7% | +34.9% | -3.2% | +8.2% |
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