+137.6%
APO vs EQIX
+36.3%
+101.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | -1.0% | +2.3% | -3.3% | -2.1% |
| 30D | -0.4% | +0.4% | -0.8% | -0.8% |
| 3M | -0.9% | -1.1% | +0.2% | -1.0% |
| 6M | +22.1% | +11.5% | +10.7% | +14.5% |
| YTD | -8.4% | +38.2% | -46.6% | -24.1% |
| 1Y | -0.9% | +36.7% | -37.6% | -17.6% |
| 3Y | +56.1% | +44.1% | +12.1% | +24.4% |
| All | +137.6% | +36.3% | +101.4% | +79.2% |
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