+239.3%
EQIX vs RBA
+195.3%
+44.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.9% | -1.7% |
| 7D | -1.6% | -3.3% | +1.6% | -1.0% |
| 30D | -0.4% | -9.8% | +9.4% | +1.6% |
| 3M | -0.9% | -23.5% | +22.5% | +3.7% |
| 6M | +8.1% | -21.5% | +29.7% | +12.4% |
| YTD | +35.7% | -21.2% | +56.8% | +39.7% |
| 1Y | +34.0% | -30.2% | +64.2% | +41.7% |
| 3Y | +41.4% | +25.3% | +16.1% | +29.6% |
| 5Y | +34.0% | +35.1% | -1.1% | +18.2% |
| All | +239.3% | +195.3% | +44.1% | +151.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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