+34.8%
EQIX vs RRC
+154.4%
-119.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.2% |
| 7D | +2.3% | -1.7% | +4.1% | +2.5% |
| 30D | +0.4% | +3.6% | -3.2% | 0.0% |
| 3M | -1.1% | +8.8% | -10.0% | -2.2% |
| 6M | +11.5% | +0.8% | +10.7% | +11.0% |
| YTD | +38.2% | +19.0% | +19.3% | +34.8% |
| 1Y | +36.7% | +22.9% | +13.8% | +32.5% |
| 3Y | +44.1% | +32.3% | +11.8% | +37.7% |
| 5Y | +34.8% | +151.6% | -116.7% | +28.6% |
| All | +34.8% | +154.4% | -119.5% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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