+1,777.9%
APO vs EQIX
+1,519.2%
+258.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.6% |
| 7D | +0.1% | +1.3% | -1.2% | -0.5% |
| 30D | +3.9% | +0.3% | +3.5% | +3.5% |
| 3M | +3.8% | -1.6% | +5.3% | +3.9% |
| 6M | +22.3% | +12.2% | +10.1% | +15.6% |
| YTD | -7.8% | +38.0% | -45.8% | -20.8% |
| 1Y | -0.3% | +38.9% | -39.3% | -14.8% |
| 3Y | +57.1% | +43.8% | +13.3% | +31.1% |
| 5Y | +137.0% | +30.4% | +106.6% | +101.9% |
| 10Y | +946.8% | +238.6% | +708.2% | +532.8% |
| All | +1,777.9% | +1,519.2% | +258.7% | +535.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling