+35.4%
AAPL vs EXR
-0.3%
+35.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -2.7% | -0.7% | -2.1% | -2.7% |
| 30D | +1.0% | -6.9% | +8.0% | +1.6% |
| 3M | +5.0% | -3.0% | +7.9% | +5.3% |
| 6M | +23.0% | -2.9% | +26.0% | +22.4% |
| YTD | +16.6% | +9.3% | +7.4% | +17.0% |
| All | +35.4% | -0.3% | +35.7% | +33.5% |
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 · 6 months rolling