+26.2%
RIOT vs EXR
+25.3%
+1.0%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.8% |
| 7D | +4.8% | -0.4% | +5.3% | +4.9% |
| 30D | +16.0% | +18.2% | -2.2% | +12.1% |
| 3M | -8.8% | +7.3% | -16.1% | -9.4% |
| 6M | -29.7% | +13.8% | -43.5% | -34.3% |
| YTD | +38.3% | +25.9% | +12.3% | +24.9% |
| 1Y | +26.2% | +25.8% | +0.4% | +13.8% |
| All | +26.2% | +25.3% | +1.0% | +13.8% |
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