+40.4%
AVAV vs EXR
-11.8%
+52.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.3% |
| 7D | -2.2% | -2.6% | +0.3% | -1.4% |
| 30D | -13.9% | -7.2% | -6.7% | -11.8% |
| 3M | -29.2% | -3.5% | -25.7% | -28.5% |
| 6M | -36.1% | -5.3% | -30.8% | -35.1% |
| YTD | -40.2% | +9.4% | -49.6% | -41.9% |
| 1Y | -36.2% | +1.3% | -37.5% | -36.8% |
| 3Y | +47.5% | +22.4% | +25.1% | +30.5% |
| All | +40.4% | -11.8% | +52.3% | +42.5% |
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 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