+1,579.0%
AON vs EXR
+2,662.2%
-1,083.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.8% |
| 7D | -9.1% | -2.6% | -6.5% | -8.4% |
| 30D | -10.2% | -7.2% | -3.1% | -8.3% |
| 3M | +0.5% | -3.5% | +4.0% | +1.6% |
| 6M | -4.8% | -5.3% | +0.5% | -3.6% |
| YTD | -8.0% | +9.4% | -17.3% | -10.6% |
| 1Y | -13.1% | +1.3% | -14.4% | -13.9% |
| 3Y | -1.3% | +22.4% | -23.7% | -9.5% |
| 5Y | +14.9% | -12.2% | +27.1% | +14.6% |
| 10Y | +214.9% | +148.6% | +66.3% | +127.4% |
| All | +1,579.0% | +2,662.2% | -1,083.3% | +495.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling