+34.6%
EQIX vs APA
+169.1%
-134.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | +0.4% |
| 7D | +1.3% | -1.7% | +3.0% | +1.5% |
| 30D | +0.3% | +15.7% | -15.4% | -0.9% |
| 3M | -1.6% | +16.5% | -18.0% | -3.0% |
| 6M | +12.2% | +35.1% | -22.9% | +8.5% |
| YTD | +38.0% | +82.2% | -44.2% | +29.1% |
| 1Y | +38.9% | +102.5% | -63.5% | +28.1% |
| 3Y | +43.8% | +10.3% | +33.5% | +37.8% |
| All | +34.6% | +169.1% | -134.5% | +25.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling