+960.0%
AEP vs EQIX
+248.6%
+711.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.7% |
| 7D | +2.0% | +1.3% | +0.7% | +1.9% |
| 30D | +0.5% | +0.3% | +0.2% | +0.5% |
| 3M | -0.3% | -1.6% | +1.2% | -0.2% |
| 6M | -3.5% | +12.2% | -15.7% | -4.3% |
| YTD | +11.3% | +38.0% | -26.7% | +8.6% |
| 1Y | +20.2% | +38.9% | -18.7% | +17.2% |
| 3Y | +79.8% | +43.8% | +35.9% | +74.2% |
| 5Y | +65.6% | +30.4% | +35.2% | +60.9% |
| 10Y | +169.3% | +238.6% | -69.3% | +146.4% |
| All | +960.0% | +248.6% | +711.4% | +782.8% |
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