+9,044.7%
APH vs EXR
+3,113.6%
+5,931.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.6% | -8.8% | -9.1% |
| 7D | -12.7% | +6.8% | -19.5% | -15.0% |
| 30D | -19.2% | +19.6% | -38.8% | -24.9% |
| 3M | -16.7% | +8.0% | -24.7% | -19.5% |
| 6M | +5.1% | +17.2% | -12.0% | -2.3% |
| YTD | +6.6% | +27.2% | -20.7% | -4.3% |
| 1Y | +3.9% | +26.1% | -22.2% | -6.5% |
| 3Y | +246.0% | +70.7% | +175.3% | +164.4% |
| 5Y | +268.0% | +1.0% | +267.0% | +242.9% |
| 10Y | +868.2% | +227.1% | +641.2% | +421.0% |
| All | +9,044.7% | +3,113.6% | +5,931.1% | +1,664.7% |
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