+50.9%
APO vs EXR
+53.5%
-2.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.6% | +1.7% |
| 7D | +5.8% | -0.4% | +6.2% | +5.9% |
| 30D | +8.9% | +18.2% | -9.3% | +4.6% |
| 3M | -13.6% | +7.3% | -21.0% | -15.2% |
| 6M | -5.4% | +13.8% | -19.2% | -8.5% |
| YTD | -13.6% | +25.9% | -39.6% | -18.6% |
| 1Y | -2.5% | +25.8% | -28.3% | -8.1% |
| 3Y | +50.9% | +53.7% | -2.9% | +36.0% |
| All | +50.9% | +53.5% | -2.7% | +36.0% |
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