+7,963.1%
KLAC vs EXR
+3,090.1%
+4,873.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.8% | +1.4% |
| 7D | -2.1% | +1.7% | -3.8% | -2.8% |
| 30D | -21.8% | +18.0% | -39.8% | -26.9% |
| 3M | -20.5% | +9.7% | -30.2% | -23.7% |
| 6M | -18.0% | +13.4% | -31.4% | -22.8% |
| YTD | +26.4% | +26.3% | +0.1% | +13.8% |
| 1Y | +26.3% | +27.6% | -1.3% | +13.0% |
| 3Y | +193.3% | +52.2% | +141.1% | +137.6% |
| 5Y | +297.2% | -1.1% | +298.3% | +276.5% |
| 10Y | +2,288.0% | +216.8% | +2,071.2% | +1,234.7% |
| All | +7,963.1% | +3,090.1% | +4,873.0% | +1,571.2% |
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