-0.3%
APO vs EXR
+0.3%
-0.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.4% |
| 7D | +0.1% | -0.7% | +0.8% | +0.3% |
| 30D | +3.9% | -6.9% | +10.8% | +5.8% |
| 3M | +3.8% | -3.0% | +6.7% | +4.3% |
| 6M | +22.3% | -2.9% | +25.2% | +23.0% |
| YTD | -7.8% | +9.3% | -17.1% | -12.1% |
| 1Y | -0.3% | -0.9% | +0.6% | -4.4% |
| All | -0.3% | +0.3% | -0.7% | -4.4% |
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 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