-9.7%
RKT vs EQIX
+33.7%
-43.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | +0.1% | -0.7% |
| 7D | -7.2% | -1.6% | -5.6% | -6.3% |
| 30D | -7.9% | -0.4% | -7.5% | -7.8% |
| 3M | +5.2% | -0.9% | +6.1% | +4.5% |
| 6M | -14.9% | +8.1% | -23.0% | -19.5% |
| YTD | -31.9% | +35.7% | -67.5% | -44.8% |
| 1Y | -36.9% | +34.0% | -70.9% | -48.6% |
| 3Y | +35.7% | +41.4% | -5.7% | +2.8% |
| 5Y | -9.7% | +34.0% | -43.7% | -39.1% |
| All | -9.7% | +33.7% | -43.4% | -39.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling