-41.5%
ACHR vs EXR
+51.4%
-93.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.1% |
| 7D | +4.9% | -0.7% | +5.5% | +5.2% |
| 30D | +4.3% | -6.9% | +11.2% | +8.1% |
| 3M | +1.7% | -3.0% | +4.7% | +2.3% |
| 6M | -6.9% | -2.9% | -3.9% | -6.5% |
| YTD | -22.5% | +9.3% | -31.8% | -26.8% |
| 1Y | -31.5% | -0.9% | -30.6% | -32.3% |
| 3Y | -14.4% | +24.7% | -39.1% | -25.2% |
| 5Y | -41.6% | -11.7% | -30.0% | -42.3% |
| All | -41.5% | +51.4% | -93.0% | -24.2% |
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