+248.8%
EQIX vs APD
+162.9%
+85.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.5% |
| 7D | +2.3% | -4.6% | +6.9% | +4.2% |
| 30D | +0.4% | -4.2% | +4.6% | +2.0% |
| 3M | -1.1% | +5.0% | -6.1% | -3.6% |
| 6M | +11.5% | +8.9% | +2.5% | +6.8% |
| YTD | +38.2% | +21.9% | +16.3% | +25.9% |
| 1Y | +36.7% | +5.6% | +31.1% | +31.4% |
| 3Y | +44.1% | +6.9% | +37.2% | +33.9% |
| 5Y | +34.8% | +25.3% | +9.5% | +14.4% |
| 10Y | +248.8% | +169.1% | +79.7% | +109.8% |
| All | +248.8% | +162.9% | +85.9% | +109.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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