+197.3%
MKSI vs EQIX
+42.6%
+154.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.7% | +1.1% |
| 7D | +2.7% | +0.2% | +2.5% | +2.6% |
| 30D | -12.8% | -2.5% | -10.3% | -11.1% |
| 3M | -22.5% | 0.0% | -22.5% | -22.5% |
| 6M | +19.4% | +7.6% | +11.7% | +13.6% |
| YTD | +67.7% | +37.5% | +30.2% | +33.4% |
| 1Y | +131.4% | +32.9% | +98.5% | +88.5% |
| 3Y | +197.3% | +42.8% | +154.6% | +134.8% |
| All | +197.3% | +42.6% | +154.7% | +134.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 EQIX 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