+171.6%
BKR vs EXR
-10.8%
+182.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.4% | -0.8% |
| 7D | -7.0% | -1.2% | -5.8% | -6.8% |
| 30D | -8.1% | -6.2% | -1.9% | -6.8% |
| 3M | -6.6% | -7.4% | +0.8% | -5.1% |
| 6M | +0.9% | -0.5% | +1.4% | +0.4% |
| YTD | +31.1% | +8.1% | +23.0% | +27.6% |
| 1Y | +27.7% | -2.9% | +30.6% | +27.5% |
| 3Y | +71.2% | +22.9% | +48.3% | +57.4% |
| All | +171.6% | -10.8% | +182.5% | +162.6% |
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 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