-15.0%
KMB vs EXR
+0.4%
-15.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.1% |
| 7D | -3.0% | -2.6% | -0.5% | -2.1% |
| 30D | -5.5% | -7.2% | +1.7% | -2.7% |
| 3M | +14.0% | -3.5% | +17.5% | +15.7% |
| 6M | +4.1% | -5.3% | +9.4% | +5.5% |
| YTD | +8.0% | +9.4% | -1.3% | +4.8% |
| All | -15.0% | +0.4% | -15.4% | -16.2% |
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 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