+25,616.0%
BKNG vs EXR
+2,662.2%
+22,953.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.5% |
| 7D | -6.0% | -2.6% | -3.4% | -5.1% |
| 30D | -6.6% | -7.2% | +0.6% | -4.2% |
| 3M | +15.7% | -3.5% | +19.2% | +17.1% |
| 6M | +14.1% | -5.3% | +19.4% | +16.1% |
| YTD | -9.3% | +9.4% | -18.7% | -12.6% |
| 1Y | -12.8% | +1.3% | -14.1% | -13.9% |
| 3Y | +58.4% | +22.4% | +36.0% | +42.4% |
| 5Y | +114.1% | -12.2% | +126.4% | +111.4% |
| 10Y | +246.8% | +148.6% | +98.3% | +120.5% |
| All | +25,616.0% | +2,662.2% | +22,953.7% | +6,596.8% |
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