-0.6%
TKO vs EXR
+1.1%
-1.7%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.3% |
| 7D | +0.7% | -2.6% | +3.3% | +1.7% |
| 30D | +1.6% | -7.2% | +8.8% | +4.4% |
| 3M | -7.8% | -3.5% | -4.3% | -6.5% |
| 6M | -13.3% | -5.3% | -8.0% | -12.2% |
| YTD | -10.3% | +9.4% | -19.6% | -13.1% |
| 1Y | -0.6% | +1.3% | -1.9% | -3.4% |
| All | -0.6% | +1.1% | -1.7% | -3.4% |
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