+65.7%
RIOT vs EXR
+1.1%
+64.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.2% | +4.3% | +3.4% |
| 7D | +14.8% | -2.6% | +17.4% | +15.3% |
| 30D | +1.4% | -7.2% | +8.6% | +2.8% |
| 3M | -20.6% | -3.5% | -17.1% | -21.6% |
| 6M | +31.9% | -5.3% | +37.2% | +26.8% |
| YTD | +72.1% | +9.4% | +62.7% | +66.5% |
| 1Y | +65.7% | +1.3% | +64.3% | +56.3% |
| All | +65.7% | +1.1% | +64.6% | +56.3% |
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