+144.3%
APTV vs EXR
+1,086.3%
-942.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +1.0% |
| 7D | -9.8% | +2.7% | -12.4% | -10.6% |
| 30D | -8.9% | +18.9% | -27.8% | -14.4% |
| 3M | -19.5% | +8.4% | -27.8% | -21.8% |
| 6M | -31.1% | +14.3% | -45.4% | -34.5% |
| YTD | -47.5% | +27.2% | -74.8% | -52.2% |
| 1Y | -52.3% | +25.9% | -78.2% | -56.3% |
| 3Y | -45.2% | +54.6% | -99.8% | -53.8% |
| 5Y | -76.9% | -0.6% | -76.3% | -77.7% |
| 10Y | -25.1% | +208.5% | -233.6% | -50.1% |
| All | +144.3% | +1,086.3% | -942.0% | -16.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling