-13.8%
RIVN vs EXR
+27.1%
-40.9%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.9% | -5.4% |
| 7D | +16.1% | +6.8% | +9.3% | +15.6% |
| 30D | -8.4% | +19.6% | -28.0% | -8.8% |
| 3M | -14.6% | +8.0% | -22.6% | -15.1% |
| 6M | -9.0% | +17.2% | -26.1% | -11.0% |
| YTD | -32.6% | +27.2% | -59.8% | -34.0% |
| 1Y | -13.8% | +26.1% | -39.9% | -13.6% |
| All | -13.8% | +27.1% | -40.9% | -13.6% |
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