+2.7%
AA vs EQIX
+33.7%
-31.1%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.8% | -2.9% | -3.9% |
| 7D | -5.4% | -1.6% | -3.8% | -4.6% |
| 30D | -10.7% | -0.4% | -10.3% | -10.7% |
| 3M | -26.2% | -0.9% | -25.2% | -26.2% |
| 6M | -20.9% | +8.1% | -29.1% | -24.2% |
| YTD | -8.6% | +35.7% | -44.3% | -22.5% |
| 1Y | +57.4% | +34.0% | +23.4% | +34.1% |
| 3Y | +77.8% | +41.4% | +36.4% | +43.5% |
| 5Y | +2.7% | +34.0% | -31.3% | -23.1% |
| All | +2.7% | +33.7% | -31.1% | -23.1% |
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