+47.4%
KR vs EXR
-11.7%
+59.2%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.5% | +1.2% | -1.0% |
| 7D | -3.1% | -3.1% | 0.0% | -2.7% |
| 30D | +0.6% | -7.5% | +8.1% | +1.6% |
| 3M | -9.8% | -7.5% | -2.3% | -8.9% |
| 6M | -22.1% | -5.2% | -16.9% | -21.6% |
| YTD | -8.1% | +6.5% | -14.6% | -8.9% |
| 1Y | -14.7% | -2.0% | -12.6% | -14.6% |
| 3Y | +28.6% | +21.5% | +7.0% | +23.9% |
| All | +47.4% | -11.7% | +59.2% | +47.1% |
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 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