-23.6%
RKT vs EQIX
+48.8%
-72.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -2.1% |
| 7D | +6.0% | +1.3% | +4.7% | +5.2% |
| 30D | +0.7% | +0.3% | +0.3% | +0.3% |
| 3M | +11.8% | -1.6% | +13.4% | +11.7% |
| 6M | -7.6% | +12.2% | -19.8% | -14.1% |
| YTD | -28.7% | +38.0% | -66.6% | -41.9% |
| 1Y | -32.6% | +38.9% | -71.5% | -45.5% |
| 3Y | +42.1% | +43.8% | -1.7% | +9.3% |
| 5Y | -7.2% | +30.4% | -37.5% | -29.5% |
| All | -23.6% | +48.8% | -72.4% | -42.8% |
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 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