+4,606.8%
AEM vs EQIX
+249.3%
+4,357.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | +3.0% | +2.3% | +0.7% | +2.9% |
| 30D | +12.5% | +0.4% | +12.0% | +12.5% |
| 3M | +26.9% | -1.1% | +28.1% | +27.0% |
| 6M | -9.4% | +11.5% | -20.9% | -10.0% |
| YTD | +20.3% | +38.2% | -18.0% | +18.1% |
| 1Y | +33.8% | +36.7% | -2.9% | +31.4% |
| 3Y | +349.8% | +44.1% | +305.7% | +339.6% |
| 5Y | +301.0% | +34.8% | +266.2% | +292.0% |
| 10Y | +376.1% | +248.8% | +127.3% | +344.3% |
| All | +4,606.8% | +249.3% | +4,357.5% | +4,225.3% |
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