+352.8%
AHR vs EXR
+8.7%
+344.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.6% | -1.4% |
| 7D | -1.5% | -2.6% | +1.1% | -0.5% |
| 30D | -1.4% | -7.2% | +5.8% | +1.3% |
| 3M | +18.6% | -3.5% | +22.1% | +20.2% |
| 6M | +6.6% | -5.3% | +11.9% | +8.5% |
| YTD | +17.5% | +9.4% | +8.1% | +13.3% |
| 1Y | +30.9% | +1.3% | +29.5% | +29.6% |
| All | +352.8% | +8.7% | +344.0% | +341.6% |
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