-42.7%
ACHR vs EXR
+51.5%
-94.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.4% | -0.3% |
| 7D | -0.7% | -2.6% | +1.9% | +0.6% |
| 30D | +9.8% | -7.2% | +17.0% | +14.0% |
| 3M | -10.5% | -3.5% | -7.0% | -9.8% |
| 6M | -15.5% | -5.3% | -10.2% | -14.1% |
| YTD | -24.1% | +9.4% | -33.4% | -28.4% |
| 1Y | -32.4% | +1.3% | -33.7% | -34.0% |
| 3Y | -11.6% | +22.4% | -34.0% | -22.2% |
| 5Y | -42.9% | -12.2% | -30.7% | -43.7% |
| All | -42.7% | +51.5% | -94.3% | -25.8% |
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