+355.9%
APH vs EQIX
+32.2%
+323.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.3% | +1.1% |
| 7D | +5.0% | -0.8% | +5.8% | +5.3% |
| 30D | -3.9% | -1.4% | -2.4% | -3.3% |
| 3M | +13.0% | -4.4% | +17.4% | +14.7% |
| 6M | +25.2% | +7.9% | +17.2% | +20.5% |
| YTD | +22.9% | +37.3% | -14.3% | +6.0% |
| 1Y | +47.8% | +37.8% | +10.0% | +27.1% |
| 3Y | +283.0% | +42.0% | +241.0% | +220.2% |
| All | +355.9% | +32.2% | +323.7% | +259.4% |
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