+380.4%
AHR vs EXR
+25.2%
+355.2%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.5% |
| 7D | -0.2% | -0.4% | +0.2% | -0.1% |
| 30D | +10.2% | +18.2% | -8.0% | +3.5% |
| 3M | +8.3% | +7.3% | +1.0% | +5.4% |
| 6M | +13.0% | +13.8% | -0.8% | +7.7% |
| YTD | +24.6% | +25.9% | -1.3% | +14.0% |
| 1Y | +22.2% | +25.8% | -3.6% | +11.7% |
| All | +380.4% | +25.2% | +355.2% | +344.2% |
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