+30.4%
EQIX vs AR
+140.6%
-110.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.6% |
| 7D | +1.3% | -1.8% | +3.2% | +1.5% |
| 30D | +0.3% | +12.6% | -12.2% | -0.9% |
| 3M | -1.6% | +10.0% | -11.6% | -2.7% |
| 6M | +12.2% | +0.6% | +11.5% | +11.7% |
| YTD | +38.0% | +13.4% | +24.6% | +35.2% |
| 1Y | +38.9% | +21.7% | +17.2% | +34.6% |
| 3Y | +43.8% | +45.8% | -2.0% | +35.1% |
| 5Y | +30.4% | +144.3% | -113.9% | +23.8% |
| All | +30.4% | +140.6% | -110.3% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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