-34.4%
RKT vs EXR
-2.8%
-31.5%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.5% | -0.2% | -0.5% |
| 7D | -1.0% | -3.1% | +2.1% | +1.9% |
| 30D | -2.4% | -7.5% | +5.1% | +4.9% |
| 3M | +1.9% | -7.5% | +9.4% | +9.0% |
| 6M | -13.9% | -5.2% | -8.7% | -10.5% |
| YTD | -30.6% | +6.5% | -37.1% | -33.8% |
| 1Y | -34.4% | -2.0% | -32.3% | -33.9% |
| All | -34.4% | -2.8% | -31.5% | -33.9% |
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