+124.8%
AAPL vs EQIX
+33.7%
+91.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.8% | +5.4% | +4.2% |
| 7D | -0.5% | -1.6% | +1.1% | 0.0% |
| 30D | +7.1% | -0.4% | +7.5% | +7.0% |
| 3M | +12.1% | -0.9% | +13.0% | +11.9% |
| 6M | +25.4% | +8.1% | +17.3% | +21.5% |
| YTD | +20.5% | +35.7% | -15.2% | +6.7% |
| 1Y | +44.5% | +34.0% | +10.6% | +28.3% |
| 3Y | +85.8% | +41.4% | +44.3% | +56.8% |
| 5Y | +124.8% | +34.0% | +90.7% | +83.6% |
| All | +124.8% | +33.7% | +91.0% | +83.6% |
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 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