-7.2%
RKT vs EXR
-10.8%
+3.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.7% |
| 7D | +6.0% | -0.7% | +6.7% | +6.5% |
| 30D | +0.7% | -6.9% | +7.6% | +6.2% |
| 3M | +11.8% | -3.0% | +14.8% | +14.2% |
| 6M | -7.6% | -2.9% | -4.7% | -5.2% |
| YTD | -28.7% | +9.3% | -37.9% | -32.8% |
| 1Y | -32.6% | -0.9% | -31.6% | -32.1% |
| 3Y | +42.1% | +24.7% | +17.4% | +26.3% |
| 5Y | -7.2% | -11.7% | +4.5% | -10.8% |
| All | -7.2% | -10.8% | +3.7% | -10.8% |
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 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