+538.9%
AMT vs EQIX
+259.2%
+279.7%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.7% | -0.3% |
| 7D | -2.2% | +7.6% | -9.7% | -3.5% |
| 30D | +5.8% | +5.2% | +0.5% | +4.6% |
| 3M | +12.6% | +0.8% | +11.7% | +12.2% |
| 6M | +8.3% | +0.2% | +8.1% | +7.9% |
| YTD | +11.4% | +42.2% | -30.7% | +4.0% |
| 1Y | +7.7% | +34.7% | -27.0% | +1.5% |
| 3Y | +14.8% | +49.0% | -34.2% | +5.5% |
| 5Y | -18.0% | +52.8% | -70.8% | -24.8% |
| 10Y | +133.0% | +300.4% | -167.4% | +84.3% |
| All | +538.9% | +259.2% | +279.7% | +216.6% |
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 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