+149.6%
KRE vs EQIX
+2,694.1%
-2,544.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.3% | -1.2% |
| 7D | -1.1% | +2.3% | -3.4% | -1.9% |
| 30D | -3.4% | +0.4% | -3.8% | -3.7% |
| 3M | +3.7% | -1.1% | +4.8% | +3.7% |
| 6M | +14.8% | +11.5% | +3.3% | +9.6% |
| YTD | +14.7% | +38.2% | -23.6% | +0.3% |
| 1Y | +16.0% | +36.7% | -20.7% | +1.7% |
| 3Y | +84.3% | +44.1% | +40.2% | +55.4% |
| 5Y | +30.9% | +34.8% | -4.0% | +10.3% |
| 10Y | +122.0% | +248.8% | -126.8% | +18.3% |
| All | +149.6% | +2,694.1% | -2,544.5% | -53.4% |
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