-55.4%
APP vs EXR
+28.1%
-83.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +3.1% | +7.6% | +11.4% |
| 7D | +4.5% | +11.3% | -6.7% | +7.8% |
| 30D | -3.6% | +21.2% | -24.8% | +1.9% |
| 3M | -35.3% | +8.7% | -44.0% | -34.5% |
| 6M | -42.8% | +18.2% | -61.0% | -39.4% |
| YTD | -59.7% | +27.9% | -87.6% | -53.1% |
| 1Y | -55.4% | +28.3% | -83.7% | -47.5% |
| All | -55.4% | +28.1% | -83.4% | -47.5% |
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