+358.8%
APP vs EQIX
+30.6%
+328.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.2% | -3.0% |
| 7D | +0.1% | +1.3% | -1.2% | -1.0% |
| 30D | -10.0% | +0.3% | -10.4% | -10.6% |
| 3M | -44.6% | -1.6% | -43.1% | -44.7% |
| 6M | -37.9% | +12.2% | -50.0% | -44.5% |
| YTD | -53.7% | +38.0% | -91.7% | -66.7% |
| 1Y | -43.0% | +38.9% | -81.9% | -59.6% |
| 3Y | +640.8% | +43.8% | +596.9% | +406.2% |
| 5Y | +358.8% | +30.4% | +328.5% | +188.0% |
| All | +358.8% | +30.6% | +328.2% | +188.0% |
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