+100.4%
KLAC vs EXR
-2.8%
+103.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.5% | -0.7% | -3.0% |
| 7D | +6.2% | -3.1% | +9.3% | +6.5% |
| 30D | -5.0% | -7.5% | +2.5% | -4.3% |
| 3M | -14.4% | -7.5% | -6.9% | -14.2% |
| 6M | +28.3% | -5.2% | +33.5% | +25.9% |
| YTD | +51.1% | +6.5% | +44.6% | +48.0% |
| 1Y | +100.4% | -2.0% | +102.4% | +95.8% |
| All | +100.4% | -2.8% | +103.2% | +95.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling