-54.5%
APTV vs EXR
+23.6%
-78.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -5.0% |
| 3M | -34.0% | -3.0% | -31.0% | -33.4% |
| 6M | -37.1% | -2.9% | -34.2% | -36.6% |
| YTD | -39.9% | +9.3% | -49.2% | -42.6% |
| 1Y | -44.4% | -0.9% | -43.5% | -44.8% |
| 3Y | -54.5% | +24.7% | -79.2% | -53.9% |
| All | -54.5% | +23.6% | -78.1% | -53.9% |
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