+330.6%
AEM vs EQIX
+40.7%
+289.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.8% | -1.1% | -2.4% |
| 7D | -5.0% | -1.6% | -3.4% | -4.6% |
| 30D | +8.5% | -0.4% | +8.8% | +8.6% |
| 3M | +29.3% | -0.9% | +30.2% | +29.6% |
| 6M | -12.9% | +8.1% | -21.1% | -14.1% |
| YTD | +16.8% | +35.7% | -18.9% | +9.1% |
| 1Y | +29.8% | +34.0% | -4.1% | +21.6% |
| All | +330.6% | +40.7% | +289.9% | +310.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling