+267.7%
EQIX vs ALK
-37.5%
+305.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +7.1% | -3.0% | +3.2% |
| 7D | +6.1% | +8.9% | -2.8% | +4.9% |
| 30D | +2.8% | +5.9% | -3.2% | +1.8% |
| 3M | +1.6% | -16.5% | +18.2% | +3.8% |
| 6M | -0.7% | +2.1% | -2.8% | -1.8% |
| YTD | +39.7% | -17.1% | +56.8% | +41.0% |
| 1Y | +30.6% | -2.9% | +33.5% | +28.7% |
| 3Y | +48.4% | +24.5% | +24.0% | +38.5% |
| 5Y | +46.0% | -29.1% | +75.1% | +44.2% |
| 10Y | +267.7% | -39.1% | +306.8% | +243.6% |
| All | +267.7% | -37.5% | +305.1% | +243.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling