+983.6%
AAOI vs EXR
+369.3%
+614.4%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.5% | -0.7% | -2.5% |
| 7D | +4.7% | -3.1% | +7.7% | +5.6% |
| 30D | -18.7% | -7.5% | -11.2% | -16.9% |
| 3M | -33.7% | -7.5% | -26.2% | -32.8% |
| 6M | -2.4% | -5.2% | +2.8% | -2.0% |
| YTD | +209.6% | +6.5% | +203.1% | +199.8% |
| 1Y | +355.0% | -2.0% | +357.0% | +351.6% |
| 3Y | +814.7% | +21.5% | +793.1% | +766.0% |
| 5Y | +1,298.1% | -11.5% | +1,309.6% | +1,315.7% |
| 10Y | +449.8% | +148.0% | +301.8% | +344.3% |
| All | +983.6% | +369.3% | +614.4% | +602.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling