+75,612.1%
AAPL vs EXR
+3,090.1%
+72,522.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.1% | -0.4% |
| 7D | +5.0% | +1.7% | +3.3% | +4.4% |
| 30D | +3.5% | +18.0% | -14.5% | -2.1% |
| 3M | +13.1% | +9.7% | +3.4% | +9.5% |
| 6M | +19.0% | +13.4% | +5.6% | +13.7% |
| YTD | +28.5% | +26.3% | +2.3% | +17.9% |
| 1Y | +29.7% | +27.6% | +2.1% | +18.5% |
| 3Y | +89.2% | +52.2% | +37.1% | +59.7% |
| 5Y | +141.2% | -1.1% | +142.3% | +132.0% |
| 10Y | +1,306.6% | +216.8% | +1,089.8% | +791.2% |
| All | +75,612.1% | +3,090.1% | +72,522.0% | +18,627.3% |
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