-70.1%
APTV vs EXR
-13.9%
-56.2%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.5% | -0.1% | -1.5% |
| 7D | -1.2% | -3.1% | +1.9% | +0.2% |
| 30D | -10.6% | -7.5% | -3.1% | -7.4% |
| 3M | -35.0% | -7.5% | -27.5% | -32.9% |
| 6M | -38.9% | -5.2% | -33.7% | -37.7% |
| YTD | -41.5% | +6.5% | -48.0% | -43.7% |
| 1Y | -45.8% | -2.0% | -43.8% | -45.9% |
| 3Y | -55.7% | +21.5% | -77.2% | -60.9% |
| 5Y | -70.1% | -11.5% | -58.6% | -68.9% |
| All | -70.1% | -13.9% | -56.2% | -68.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling