+65.9%
BLK vs EQIX
+42.6%
+23.2%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.3% | +1.2% |
| 7D | -3.3% | +0.2% | -3.5% | -3.4% |
| 30D | -6.5% | -2.5% | -4.0% | -5.8% |
| 3M | +6.7% | 0.0% | +6.8% | +6.4% |
| 6M | +14.7% | +7.6% | +7.1% | +11.6% |
| YTD | +2.5% | +37.5% | -35.0% | -8.8% |
| 1Y | -2.8% | +32.9% | -35.7% | -12.5% |
| 3Y | +65.9% | +42.8% | +23.1% | +44.9% |
| All | +65.9% | +42.6% | +23.2% | +44.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling