+528.8%
APP vs EQIX
+68.1%
+460.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +4.1% | +0.7% | +2.0% |
| 7D | +79.2% | +6.1% | +73.0% | +70.7% |
| 30D | +48.0% | +2.8% | +45.2% | +44.1% |
| 3M | +18.2% | +1.6% | +16.6% | +15.3% |
| 6M | -12.5% | -0.7% | -11.8% | -14.2% |
| YTD | -39.2% | +39.7% | -78.9% | -56.3% |
| 1Y | -33.9% | +30.6% | -64.5% | -49.6% |
| 3Y | +933.3% | +48.4% | +884.8% | +603.0% |
| 5Y | +295.9% | +46.0% | +249.8% | +152.7% |
| All | +528.8% | +68.1% | +460.7% | +288.7% |
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 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