+3.1%
AON vs EXR
+54.2%
-51.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -2.4% | -1.1% | -1.2% | -2.1% |
| 30D | +22.8% | +18.8% | +4.0% | +18.7% |
| 3M | -5.3% | +9.9% | -15.3% | -7.2% |
| 6M | +8.4% | +12.6% | -4.3% | +5.9% |
| YTD | -3.9% | +26.5% | -30.4% | -7.9% |
| 1Y | -3.1% | +24.5% | -27.6% | -6.9% |
| All | +3.1% | +54.2% | -51.1% | -0.7% |
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