+27.2%
APD vs EXR
+51.9%
-24.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.1% | +0.6% |
| 7D | -0.2% | +1.7% | -2.0% | -0.8% |
| 30D | +11.0% | +18.0% | -7.0% | +5.4% |
| 3M | +2.0% | +9.7% | -7.7% | -1.0% |
| 6M | +7.1% | +13.4% | -6.4% | +2.6% |
| YTD | +29.8% | +26.3% | +3.5% | +19.1% |
| 1Y | +24.0% | +27.6% | -3.5% | +13.5% |
| 3Y | +27.2% | +52.2% | -25.0% | +11.4% |
| All | +27.2% | +51.9% | -24.7% | +11.4% |
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