+42.2%
EQIX vs ALK
-34.8%
+76.9%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.4% |
| 7D | -0.1% | +9.0% | -9.1% | -1.8% |
| 30D | -1.8% | -1.6% | -0.2% | -1.7% |
| 3M | -3.4% | -23.2% | +19.8% | +1.1% |
| 6M | -6.0% | -3.9% | -2.1% | -6.5% |
| YTD | +34.2% | -22.6% | +56.8% | +37.6% |
| 1Y | +26.2% | -5.3% | +31.6% | +23.6% |
| 3Y | +41.7% | +18.6% | +23.1% | +24.1% |
| All | +42.2% | -34.8% | +76.9% | +40.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling