-34.8%
ACHR vs EXR
-2.8%
-31.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -2.5% | -3.1% | -4.9% |
| 7D | -2.7% | -3.1% | +0.4% | -1.8% |
| 30D | -12.1% | -7.5% | -4.6% | -10.2% |
| 3M | +3.4% | -7.5% | +10.9% | +4.7% |
| 6M | -15.6% | -5.2% | -10.5% | -17.0% |
| YTD | -26.9% | +6.5% | -33.4% | -30.7% |
| 1Y | -34.8% | -2.0% | -32.7% | -38.6% |
| All | -34.8% | -2.8% | -31.9% | -38.6% |
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