-22.2%
RKT vs EXR
+73.6%
-95.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.3% |
| 7D | +2.1% | -2.6% | +4.7% | +4.0% |
| 30D | +1.4% | -7.2% | +8.6% | +7.0% |
| 3M | +6.3% | -3.5% | +9.8% | +8.9% |
| 6M | -15.5% | -5.3% | -10.2% | -11.8% |
| YTD | -27.4% | +9.4% | -36.7% | -31.4% |
| 1Y | -26.6% | +1.3% | -27.9% | -27.1% |
| 3Y | +41.2% | +22.4% | +18.8% | +27.4% |
| 5Y | -6.4% | -12.2% | +5.8% | -3.8% |
| All | -22.2% | +73.6% | -95.8% | -55.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling