+34.6%
RIOT vs EXR
-2.1%
+36.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.7% | -0.3% |
| 7D | +18.4% | -3.1% | +21.5% | +19.3% |
| 30D | +13.8% | -7.5% | +21.3% | +15.6% |
| 3M | -12.7% | -7.5% | -5.2% | -12.4% |
| 6M | +50.1% | -5.2% | +55.3% | +44.4% |
| YTD | +74.2% | +6.5% | +67.7% | +67.6% |
| All | +34.6% | -2.1% | +36.7% | +25.1% |
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 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