+18.6%
AMBA vs EXR
+69.9%
-51.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.6% | +6.7% | +6.3% |
| 7D | -7.2% | +5.2% | -12.4% | -8.7% |
| 30D | -10.4% | +20.9% | -31.3% | -15.7% |
| 3M | -30.1% | +7.7% | -37.8% | -31.8% |
| 6M | -22.4% | +13.2% | -35.6% | -26.5% |
| YTD | -17.3% | +26.5% | -43.8% | -25.7% |
| 1Y | -35.4% | +27.2% | -62.6% | -42.2% |
| 3Y | +18.6% | +71.5% | -52.9% | -5.6% |
| All | +18.6% | +69.9% | -51.3% | -5.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling