+2.5%
RKT vs EXR
-0.5%
+2.9%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.4% |
| 7D | +10.3% | +2.7% | +7.6% | +8.3% |
| 30D | +32.3% | +18.9% | +13.4% | +16.6% |
| 3M | +10.7% | +8.4% | +2.4% | +4.6% |
| 6M | -3.2% | +14.3% | -17.5% | -12.2% |
| YTD | -21.5% | +27.2% | -48.8% | -34.0% |
| 1Y | -6.0% | +25.9% | -31.9% | -20.4% |
| 3Y | +104.2% | +54.6% | +49.6% | +56.4% |
| 5Y | +2.5% | -0.6% | +3.1% | -10.5% |
| All | +2.5% | -0.5% | +2.9% | -10.5% |
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