+1,563.3%
APO vs EXR
+1,258.3%
+305.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.1% | -0.2% |
| 7D | +0.8% | +5.2% | -4.4% | -1.1% |
| 30D | +1.0% | +20.9% | -19.8% | -6.1% |
| 3M | -8.4% | +7.7% | -16.1% | -11.0% |
| 6M | -9.1% | +13.2% | -22.3% | -13.6% |
| YTD | -18.3% | +26.5% | -44.8% | -26.0% |
| 1Y | -8.0% | +27.2% | -35.2% | -16.9% |
| 3Y | +47.1% | +71.5% | -24.5% | +12.9% |
| 5Y | +67.2% | +0.4% | +66.8% | +58.5% |
| 10Y | +871.8% | +225.2% | +646.7% | +453.7% |
| All | +1,563.3% | +1,258.3% | +305.0% | +321.3% |
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