+34.0%
EQIX vs DKS
+12.8%
+21.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.7% | -1.8% |
| 7D | -1.6% | -4.7% | +3.1% | -1.0% |
| 30D | -0.4% | -35.1% | +34.7% | +4.7% |
| 3M | -0.9% | -37.7% | +36.8% | +4.6% |
| 6M | +8.1% | -30.7% | +38.9% | +12.0% |
| YTD | +35.7% | -31.9% | +67.6% | +40.7% |
| 1Y | +34.0% | -40.0% | +74.0% | +41.3% |
| 3Y | +41.4% | +28.4% | +13.0% | +27.9% |
| 5Y | +34.0% | +12.4% | +21.6% | +17.2% |
| All | +34.0% | +12.8% | +21.2% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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