+1,062.5%
APH vs EQIX
+240.6%
+821.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | +1.6% | +2.3% | -0.7% | +0.7% |
| 30D | -3.0% | +0.4% | -3.4% | -3.2% |
| 3M | +5.7% | -1.1% | +6.9% | +5.8% |
| 6M | +20.0% | +11.5% | +8.5% | +14.5% |
| YTD | +20.8% | +38.2% | -17.4% | +5.5% |
| 1Y | +40.2% | +36.7% | +3.6% | +22.8% |
| 3Y | +288.1% | +44.1% | +244.0% | +228.6% |
| 5Y | +352.5% | +34.8% | +317.7% | +282.7% |
| 10Y | +1,062.5% | +248.8% | +813.7% | +629.3% |
| All | +1,062.5% | +240.6% | +821.8% | +629.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling