-24.5%
KVUE vs EQIX
+58.7%
-83.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.4% | -0.2% |
| 7D | -5.1% | +0.2% | -5.3% | -5.1% |
| 30D | -6.3% | -2.5% | -3.8% | -6.1% |
| 3M | -0.5% | 0.0% | -0.5% | -0.6% |
| 6M | +3.1% | +7.6% | -4.6% | +2.2% |
| YTD | +6.7% | +37.5% | -30.8% | +2.9% |
| 1Y | -1.1% | +32.9% | -34.0% | -4.3% |
| 3Y | -8.7% | +42.8% | -51.5% | -12.8% |
| All | -24.5% | +58.7% | -83.2% | -27.6% |
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