+5,316.7%
BLK vs EQIX
+242.8%
+5,073.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.7% |
| 7D | -5.2% | -1.6% | -3.5% | -5.0% |
| 30D | -7.0% | -0.4% | -6.7% | -7.0% |
| 3M | +5.7% | -0.9% | +6.6% | +5.7% |
| 6M | +11.0% | +8.1% | +2.9% | +9.8% |
| YTD | +0.9% | +35.7% | -34.8% | -3.3% |
| 1Y | -1.6% | +34.0% | -35.6% | -5.6% |
| 3Y | +64.5% | +41.4% | +23.0% | +56.1% |
| 5Y | +30.9% | +34.0% | -3.2% | +24.7% |
| 10Y | +275.1% | +242.4% | +32.8% | +220.7% |
| All | +5,316.7% | +242.8% | +5,073.8% | +3,979.5% |
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