+282.2%
APH vs EQIX
+42.9%
+239.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.5% | +2.6% | +3.4% |
| 7D | -5.9% | -0.1% | -5.8% | -5.9% |
| 30D | -14.8% | -1.8% | -13.0% | -13.9% |
| 3M | -12.4% | -3.4% | -9.1% | -10.9% |
| 6M | +8.1% | -6.0% | +14.1% | +10.8% |
| YTD | +10.9% | +34.2% | -23.2% | -3.6% |
| 1Y | +8.8% | +26.2% | -17.5% | -2.8% |
| 3Y | +262.1% | +41.7% | +220.4% | +201.9% |
| All | +282.2% | +42.9% | +239.3% | +202.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling