+4,838.2%
OKE vs EQIX
+247.5%
+4,590.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.4% | +0.8% |
| 7D | +1.2% | +0.2% | +1.1% | +1.2% |
| 30D | +4.5% | -2.5% | +7.0% | +4.7% |
| 3M | +9.6% | 0.0% | +9.7% | +9.5% |
| 6M | +15.4% | +7.6% | +7.7% | +14.4% |
| YTD | +36.5% | +37.5% | -1.0% | +32.1% |
| 1Y | +39.0% | +32.9% | +6.1% | +34.9% |
| 3Y | +74.3% | +42.8% | +31.5% | +67.6% |
| 5Y | +141.2% | +35.8% | +105.4% | +131.9% |
| 10Y | +262.1% | +247.0% | +15.1% | +221.3% |
| All | +4,838.2% | +247.5% | +4,590.7% | +3,355.6% |
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