+44.6%
RBA vs EXR
+69.9%
-25.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.2% |
| 7D | +4.3% | +5.2% | -0.9% | +3.0% |
| 30D | +16.3% | +20.9% | -4.6% | +11.4% |
| 3M | +1.3% | +7.7% | -6.4% | -0.5% |
| 6M | -11.1% | +13.2% | -24.2% | -13.6% |
| YTD | -8.5% | +26.5% | -34.9% | -13.5% |
| 1Y | -2.1% | +27.2% | -29.3% | -7.7% |
| 3Y | +44.6% | +71.5% | -27.0% | +33.6% |
| All | +44.6% | +69.9% | -25.3% | +33.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling