-41.6%
ACHR vs EXR
-10.8%
-30.8%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +8.6% |
| 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% | -27.5% |
| 1Y | -31.5% | -0.9% | -30.6% | -32.4% |
| 3Y | -14.4% | +24.7% | -39.1% | -27.5% |
| 5Y | -41.6% | -11.7% | -30.0% | -45.0% |
| All | -41.6% | -10.8% | -30.8% | -45.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling