-26.7%
RIOT vs EXR
-10.8%
-15.9%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.2% |
| 7D | +25.1% | -0.7% | +25.8% | +25.7% |
| 30D | +8.5% | -6.9% | +15.4% | +13.5% |
| 3M | -13.4% | -3.0% | -10.4% | -13.2% |
| 6M | +57.1% | -2.9% | +60.1% | +57.8% |
| YTD | +75.7% | +9.3% | +66.4% | +62.8% |
| 1Y | +65.6% | -0.9% | +66.6% | +62.3% |
| 3Y | +103.3% | +24.7% | +78.6% | +55.4% |
| 5Y | -26.7% | -11.7% | -15.0% | -23.3% |
| All | -26.7% | -10.8% | -15.9% | -23.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling