-44.3%
APTV vs EXR
-0.3%
-44.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.1% | -4.6% | -4.6% |
| 7D | +2.0% | -0.7% | +2.6% | +2.2% |
| 30D | -7.7% | -6.9% | -0.8% | -5.2% |
| 3M | -34.0% | -3.0% | -31.0% | -33.5% |
| 6M | -37.1% | -2.9% | -34.2% | -37.2% |
| YTD | -39.9% | +9.3% | -49.2% | -44.0% |
| All | -44.3% | -0.3% | -44.0% | -47.1% |
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