+1,278.0%
AAPL vs EQIX
+246.8%
+1,031.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.4% | +1.2% |
| 7D | +3.8% | +0.2% | +3.7% | +3.7% |
| 30D | +9.9% | -2.5% | +12.4% | +10.9% |
| 3M | +12.5% | 0.0% | +12.5% | +11.9% |
| 6M | +27.6% | +7.6% | +20.0% | +22.9% |
| YTD | +22.6% | +37.5% | -15.0% | +5.1% |
| 1Y | +45.0% | +32.9% | +12.1% | +25.8% |
| 3Y | +87.8% | +42.8% | +45.0% | +52.8% |
| 5Y | +128.7% | +35.8% | +92.8% | +85.8% |
| All | +1,278.0% | +246.8% | +1,031.2% | +684.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling