-51.8%
ACHR vs EXR
+76.3%
-128.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.6% | +7.7% | +8.0% |
| 7D | +15.3% | +2.7% | +12.7% | +13.8% |
| 30D | -3.0% | +18.9% | -22.0% | -11.3% |
| 3M | -14.0% | +8.4% | -22.3% | -17.5% |
| 6M | -25.8% | +14.3% | -40.1% | -31.4% |
| YTD | -36.0% | +27.2% | -63.3% | -44.1% |
| 1Y | -41.2% | +25.9% | -67.1% | -48.4% |
| 3Y | -8.6% | +54.6% | -63.2% | -28.0% |
| 5Y | -20.6% | -0.6% | -20.0% | -27.1% |
| All | -51.8% | +76.3% | -128.1% | -42.1% |
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