+23.4%
APD vs EXR
+26.8%
-3.4%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.8% | +0.9% |
| 7D | -1.2% | -1.1% | 0.0% | -0.9% |
| 30D | +11.0% | +18.8% | -7.7% | +7.3% |
| 3M | +2.6% | +9.9% | -7.4% | +0.6% |
| 6M | +4.8% | +12.6% | -7.8% | +1.9% |
| YTD | +31.0% | +26.5% | +4.5% | +16.1% |
| 1Y | +23.4% | +24.5% | -1.1% | +10.9% |
| All | +23.4% | +26.8% | -3.4% | +10.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling