+233.0%
EQIX vs RRX
+1,339.7%
-1,106.7%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -1.2% |
| 7D | -1.6% | -3.7% | +2.1% | -0.3% |
| 30D | -0.4% | -9.3% | +8.9% | +3.1% |
| 3M | -0.9% | -21.8% | +20.9% | +6.1% |
| 6M | +8.1% | -22.0% | +30.1% | +14.1% |
| YTD | +35.7% | +11.9% | +23.7% | +24.0% |
| 1Y | +34.0% | +11.6% | +22.4% | +21.3% |
| 3Y | +41.4% | +2.2% | +39.2% | +23.5% |
| 5Y | +34.0% | +14.9% | +19.1% | +7.8% |
| 10Y | +242.4% | +214.2% | +28.1% | +58.7% |
| All | +233.0% | +1,339.7% | -1,106.7% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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