-32.7%
APP vs EXR
+24.1%
-56.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.9% |
| 7D | +10.6% | -1.2% | +11.8% | +10.2% |
| 30D | +44.6% | +18.3% | +26.3% | +50.5% |
| 3M | +29.6% | +9.1% | +20.5% | +31.2% |
| 6M | -19.8% | +11.7% | -31.5% | -17.5% |
| YTD | -41.6% | +25.7% | -67.3% | -34.3% |
| 1Y | -32.7% | +24.9% | -57.6% | -24.4% |
| All | -32.7% | +24.1% | -56.8% | -24.4% |
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