-26.3%
APH vs EXR
+1.1%
-27.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -1.3% | -46.5% | -47.5% |
| 7D | -48.7% | -2.5% | -46.2% | -48.4% |
| 30D | -51.9% | -7.2% | -44.7% | -51.5% |
| 3M | -43.6% | -3.5% | -40.1% | -43.7% |
| 6M | -37.5% | -5.3% | -32.2% | -38.7% |
| YTD | -38.6% | +9.4% | -48.0% | -38.9% |
| 1Y | -26.3% | +1.3% | -27.6% | -26.9% |
| All | -26.3% | +1.1% | -27.4% | -26.9% |
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