+1,328.3%
EQIX vs APTV
+173.4%
+1,154.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.8% | +0.7% |
| 7D | +2.3% | -1.2% | +3.5% | +2.5% |
| 30D | +0.4% | -10.6% | +11.1% | +2.5% |
| 3M | -1.1% | -35.0% | +33.9% | +6.7% |
| 6M | +11.5% | -38.9% | +50.4% | +20.9% |
| YTD | +38.2% | -41.5% | +79.7% | +50.8% |
| 1Y | +36.7% | -45.8% | +82.5% | +51.1% |
| 3Y | +44.1% | -55.7% | +99.8% | +61.8% |
| 5Y | +34.8% | -70.1% | +105.0% | +59.2% |
| 10Y | +248.8% | -19.1% | +267.9% | +195.3% |
| All | +1,328.3% | +173.4% | +1,154.8% | +616.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 all: compounded portfolio wealth divided by compounded APTV 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…
all analysis · Full analysis span regression · 6 months rolling