+416.0%
AAOI vs EXR
+151.8%
+264.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +1.8% |
| 7D | -0.2% | -1.2% | +1.0% | +0.2% |
| 30D | -23.7% | -6.2% | -17.5% | -22.4% |
| 3M | -39.0% | -7.4% | -31.6% | -38.2% |
| 6M | -17.0% | -0.5% | -16.5% | -17.9% |
| YTD | +202.2% | +8.1% | +194.2% | +191.8% |
| 1Y | +292.4% | -2.9% | +295.3% | +290.6% |
| 3Y | +804.4% | +22.9% | +781.4% | +758.8% |
| 5Y | +1,318.0% | -10.2% | +1,328.2% | +1,326.3% |
| All | +416.0% | +151.8% | +264.2% | +401.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 10y: compounded portfolio wealth divided by compounded EXR 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…
10y analysis · Full analysis span regression · 6 months rolling