+193.5%
APTV vs EXR
+919.4%
-725.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.2% | +4.3% | +3.5% |
| 7D | +4.8% | -2.6% | +7.4% | +5.8% |
| 30D | +2.0% | -7.2% | +9.2% | +4.7% |
| 3M | -34.2% | -3.5% | -30.7% | -33.5% |
| 6M | -34.7% | -5.3% | -29.4% | -33.6% |
| YTD | -37.0% | +9.4% | -46.3% | -39.3% |
| 1Y | -40.4% | +1.3% | -41.7% | -41.1% |
| 3Y | -54.1% | +22.4% | -76.5% | -58.1% |
| 5Y | -68.0% | -12.2% | -55.8% | -67.7% |
| 10Y | -15.5% | +148.6% | -164.1% | -39.2% |
| All | +193.5% | +919.4% | -725.9% | +5.5% |
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