-68.8%
AAOX vs EXR
+7.7%
-76.5%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -1.2% | +11.7% | +8.0% |
| 7D | -2.5% | -2.6% | 0.0% | -7.3% |
| 30D | -41.1% | -7.2% | -33.9% | -48.8% |
| 3M | -84.7% | -3.5% | -81.2% | -85.9% |
| All | -68.8% | +7.7% | -76.5% | -79.9% |
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 1y: 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…
1y analysis · Full analysis span regression · Available span rolling