+43.1%
EQIX vs RBA
+31.7%
+11.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.5% |
| 7D | -0.8% | -2.9% | +2.1% | -0.5% |
| 30D | -1.4% | -12.3% | +10.9% | 0.0% |
| 3M | -4.4% | -20.5% | +16.1% | -2.4% |
| 6M | +7.9% | -18.5% | +26.5% | +9.7% |
| YTD | +37.3% | -18.2% | +55.5% | +37.3% |
| 1Y | +37.8% | -27.5% | +65.3% | +42.3% |
| All | +43.1% | +31.7% | +11.4% | +25.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling