+40.6%
AXON vs EXR
+53.9%
-13.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.3% |
| 7D | -28.7% | +2.7% | -31.4% | -29.1% |
| 30D | -28.3% | +18.9% | -47.3% | -30.9% |
| 3M | -46.9% | +8.4% | -55.3% | -47.9% |
| 6M | -24.9% | +14.3% | -39.2% | -27.0% |
| YTD | -46.6% | +27.2% | -73.9% | -49.2% |
| 1Y | -49.7% | +25.9% | -75.6% | -52.1% |
| 3Y | +40.6% | +54.6% | -14.1% | +27.6% |
| All | +40.6% | +53.9% | -13.3% | +27.6% |
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