-11.1%
RKT vs EXR
+27.0%
-38.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.2% |
| 7D | +10.3% | +2.7% | +7.6% | +7.4% |
| 30D | +32.3% | +18.9% | +13.4% | +11.5% |
| 3M | +10.7% | +8.4% | +2.4% | +2.1% |
| 6M | -3.2% | +14.3% | -17.5% | -15.7% |
| YTD | -21.5% | +27.2% | -48.8% | -38.5% |
| All | -11.1% | +27.0% | -38.1% | -30.8% |
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