+43.5%
EQIX vs APA
+12.6%
+30.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.0% | -2.8% | 0.0% |
| 7D | +2.3% | +0.3% | +2.0% | +2.3% |
| 30D | +0.4% | +9.3% | -8.9% | -0.1% |
| 3M | -1.1% | +23.3% | -24.5% | -2.4% |
| 6M | +11.5% | +39.5% | -28.0% | +8.4% |
| YTD | +38.2% | +87.6% | -49.4% | +30.6% |
| 1Y | +36.7% | +114.2% | -77.6% | +27.0% |
| All | +43.5% | +12.6% | +30.9% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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