+197.7%
AON vs EXR
+151.8%
+45.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.5% | -1.9% |
| 7D | -6.3% | -1.2% | -5.2% | -6.0% |
| 30D | -14.1% | -6.2% | -7.9% | -12.5% |
| 3M | -9.5% | -7.4% | -2.1% | -7.4% |
| 6M | -4.0% | -0.5% | -3.5% | -4.0% |
| YTD | -13.8% | +8.1% | -21.9% | -16.0% |
| 1Y | -18.3% | -2.9% | -15.4% | -18.0% |
| 3Y | -7.2% | +22.9% | -30.1% | -15.5% |
| 5Y | +7.3% | -10.2% | +17.5% | +7.2% |
| All | +197.7% | +151.8% | +45.9% | +128.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling