+1,653.6%
MKSI vs EQIX
+247.5%
+1,406.1%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.7% | +1.8% |
| 7D | +2.7% | +0.2% | +2.5% | +2.7% |
| 30D | -12.8% | -2.5% | -10.3% | -12.3% |
| 3M | -22.5% | 0.0% | -22.5% | -22.4% |
| 6M | +19.4% | +7.6% | +11.7% | +18.0% |
| YTD | +67.7% | +37.5% | +30.2% | +58.1% |
| 1Y | +131.4% | +32.9% | +98.5% | +119.6% |
| 3Y | +197.3% | +42.8% | +154.6% | +179.5% |
| 5Y | +87.0% | +35.8% | +51.1% | +77.3% |
| 10Y | +522.1% | +247.0% | +275.1% | +405.7% |
| All | +1,653.6% | +247.5% | +1,406.1% | +1,070.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling