+44,240.8%
AAPL vs EQIX
+248.6%
+43,992.2%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.2% |
| 7D | -2.7% | +1.3% | -4.1% | -2.9% |
| 30D | +1.0% | +0.3% | +0.7% | +0.9% |
| 3M | +5.0% | -1.6% | +6.5% | +5.0% |
| 6M | +23.0% | +12.2% | +10.9% | +20.8% |
| YTD | +16.6% | +38.0% | -21.3% | +10.7% |
| 1Y | +33.4% | +38.9% | -5.5% | +26.4% |
| 3Y | +79.9% | +43.8% | +36.1% | +68.6% |
| 5Y | +109.0% | +30.4% | +78.6% | +97.8% |
| 10Y | +1,210.4% | +238.6% | +971.8% | +991.6% |
| All | +44,240.8% | +248.6% | +43,992.2% | +32,449.8% |
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