+8.0%
AON vs EXR
-13.9%
+21.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.5% | -1.0% | -2.8% |
| 7D | -7.9% | -3.1% | -4.8% | -7.1% |
| 30D | -14.6% | -7.5% | -7.1% | -12.7% |
| 3M | -7.9% | -7.5% | -0.4% | -5.8% |
| 6M | -8.0% | -5.2% | -2.8% | -6.7% |
| YTD | -13.2% | +6.5% | -19.7% | -15.0% |
| 1Y | -16.4% | -2.0% | -14.4% | -16.3% |
| 3Y | -6.7% | +21.5% | -28.2% | -15.1% |
| 5Y | +8.0% | -11.5% | +19.5% | +13.0% |
| All | +8.0% | -13.9% | +21.9% | +13.0% |
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