+30.4%
EQIX vs RBA
+44.6%
-14.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.5% | +0.8% |
| 7D | +1.3% | -1.1% | +2.4% | +1.5% |
| 30D | +0.3% | -13.2% | +13.6% | +2.6% |
| 3M | -1.6% | -21.4% | +19.8% | +1.6% |
| 6M | +12.2% | -20.9% | +33.1% | +15.6% |
| YTD | +38.0% | -19.9% | +57.8% | +40.4% |
| 1Y | +38.9% | -28.7% | +67.6% | +45.1% |
| 3Y | +43.8% | +27.4% | +16.4% | +30.8% |
| 5Y | +30.4% | +41.7% | -11.4% | +14.9% |
| All | +30.4% | +44.6% | -14.2% | +14.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling