-14.4%
ACHR vs EXR
+23.6%
-38.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.1% |
| 7D | +4.9% | -0.7% | +5.5% | +5.3% |
| 30D | +4.3% | -6.9% | +11.2% | +8.9% |
| 3M | +1.7% | -3.0% | +4.7% | +2.2% |
| 6M | -6.9% | -2.9% | -3.9% | -6.7% |
| YTD | -22.5% | +9.3% | -31.8% | -28.3% |
| 1Y | -31.5% | -0.9% | -30.6% | -32.8% |
| 3Y | -14.4% | +24.7% | -39.1% | -30.0% |
| All | -14.4% | +23.6% | -38.0% | -30.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling