+51.8%
AVAV vs EXR
+22.7%
+29.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.5% |
| 7D | -2.2% | -2.6% | +0.3% | -1.8% |
| 30D | -13.9% | -7.2% | -6.7% | -12.8% |
| 3M | -29.2% | -3.5% | -25.7% | -28.9% |
| 6M | -36.1% | -5.3% | -30.8% | -35.8% |
| YTD | -40.2% | +9.4% | -49.6% | -40.9% |
| 1Y | -36.2% | +1.3% | -37.5% | -36.5% |
| All | +51.8% | +22.7% | +29.1% | +48.3% |
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 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