-11.7%
KR vs EXR
+1.1%
-12.8%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.4% | +0.4% |
| 7D | +1.5% | -2.6% | +4.1% | +2.1% |
| 30D | +4.1% | -7.2% | +11.3% | +6.0% |
| 3M | -5.2% | -3.5% | -1.7% | -4.2% |
| 6M | -12.8% | -5.3% | -7.5% | -11.0% |
| YTD | -4.6% | +9.4% | -14.0% | -8.2% |
| 1Y | -11.7% | +1.3% | -13.0% | -12.1% |
| All | -11.7% | +1.1% | -12.8% | -12.1% |
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