+44.2%
EQIX vs JAAA
+29.3%
+14.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +1.3% | +0.1% | +1.2% | +1.2% |
| 30D | +0.3% | +0.5% | -0.1% | -0.3% |
| 3M | -1.6% | +1.2% | -2.8% | -3.2% |
| 6M | +12.2% | +2.8% | +9.3% | +8.0% |
| YTD | +38.0% | +3.2% | +34.8% | +32.2% |
| 1Y | +38.9% | +4.8% | +34.1% | +30.2% |
| 3Y | +43.8% | +19.0% | +24.9% | +23.7% |
| 5Y | +30.4% | +26.8% | +3.5% | +7.2% |
| All | +44.2% | +29.3% | +14.9% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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