-42.1%
KWEB vs EQIX
+34.9%
-76.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.2% |
| 7D | -5.6% | +0.2% | -5.7% | -5.6% |
| 30D | -10.7% | -2.5% | -8.2% | -10.0% |
| 3M | -7.4% | 0.0% | -7.4% | -8.0% |
| 6M | -19.3% | +7.6% | -27.0% | -22.2% |
| YTD | -27.8% | +37.5% | -65.3% | -37.3% |
| 1Y | -35.9% | +32.9% | -68.8% | -43.8% |
| 3Y | -1.9% | +42.8% | -44.7% | -19.5% |
| All | -42.1% | +34.9% | -76.9% | -56.3% |
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