+13,912.3%
ROST vs EQIX
+249.3%
+13,663.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -1.9% | -1.8% |
| 7D | -2.2% | +2.3% | -4.6% | -2.5% |
| 30D | -11.4% | +0.4% | -11.9% | -11.5% |
| 3M | -1.6% | -1.1% | -0.5% | -1.6% |
| 6M | +6.8% | +11.5% | -4.6% | +5.5% |
| YTD | +25.8% | +38.2% | -12.4% | +21.4% |
| 1Y | +52.4% | +36.7% | +15.7% | +47.2% |
| 3Y | +94.4% | +44.1% | +50.3% | +86.1% |
| 5Y | +108.2% | +34.8% | +73.4% | +99.8% |
| 10Y | +308.5% | +248.8% | +59.7% | +257.3% |
| All | +13,912.3% | +249.3% | +13,663.1% | +9,353.1% |
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 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