-62.0%
AVAV vs EXR
+27.0%
-89.0%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +0.6% | +12.0% | +12.3% |
| 7D | +3.2% | +2.7% | +0.5% | +1.7% |
| 30D | -7.4% | +18.9% | -26.3% | -16.0% |
| 3M | -32.0% | +8.4% | -40.4% | -35.3% |
| 6M | -24.6% | +14.3% | -38.9% | -30.7% |
| YTD | -47.5% | +27.2% | -74.8% | -53.5% |
| All | -62.0% | +27.0% | -89.0% | -65.3% |
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