-53.9%
AMBA vs EXR
-11.8%
-42.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.5% | -0.1% |
| 7D | -11.0% | -2.6% | -8.4% | -9.8% |
| 30D | -23.2% | -7.2% | -16.0% | -20.2% |
| 3M | -12.7% | -3.5% | -9.2% | -12.4% |
| 6M | +11.2% | -5.3% | +16.5% | +12.6% |
| YTD | -11.2% | +9.4% | -20.6% | -17.5% |
| 1Y | -22.5% | +1.3% | -23.9% | -25.2% |
| 3Y | -1.3% | +22.4% | -23.7% | -19.2% |
| All | -53.9% | -11.8% | -42.1% | -54.8% |
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 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