+65.4%
RBA vs EXR
+54.2%
+11.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | +0.6% | -1.1% | +1.7% | +0.9% |
| 30D | +9.0% | +18.8% | -9.8% | +4.4% |
| 3M | +7.2% | +9.9% | -2.8% | +4.6% |
| 6M | -7.8% | +12.6% | -20.4% | -10.6% |
| YTD | -6.4% | +26.5% | -32.9% | -12.0% |
| 1Y | -4.2% | +24.5% | -28.7% | -9.7% |
| All | +65.4% | +54.2% | +11.1% | +50.2% |
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 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