+853.3%
APO vs EQIX
+293.0%
+560.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.5% | +2.6% |
| 7D | +5.8% | +4.1% | +1.7% | +3.7% |
| 30D | +8.9% | +5.8% | +3.1% | +5.8% |
| 3M | -13.6% | -1.4% | -12.3% | -13.4% |
| 6M | -5.4% | -1.2% | -4.2% | -5.7% |
| YTD | -13.6% | +39.6% | -53.3% | -28.6% |
| 1Y | -2.5% | +36.8% | -39.3% | -18.6% |
| 3Y | +50.9% | +47.3% | +3.6% | +19.5% |
| 5Y | +81.4% | +50.1% | +31.3% | +38.8% |
| All | +853.3% | +293.0% | +560.4% | +440.7% |
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