+3,627.2%
TKO vs EXR
+2,590.4%
+1,036.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.5% | +0.4% | -1.4% |
| 7D | +0.7% | -3.1% | +3.8% | +1.7% |
| 30D | +0.9% | -7.5% | +8.4% | +3.4% |
| 3M | -6.2% | -7.5% | +1.3% | -3.9% |
| 6M | -5.6% | -5.2% | -0.4% | -4.2% |
| YTD | -7.8% | +6.5% | -14.4% | -9.9% |
| 1Y | -1.2% | -2.0% | +0.8% | -1.0% |
| 3Y | +106.5% | +21.5% | +85.0% | +88.9% |
| 5Y | +310.4% | -11.5% | +321.9% | +304.7% |
| 10Y | +987.5% | +148.0% | +839.5% | +633.8% |
| All | +3,627.2% | +2,590.4% | +1,036.7% | +837.8% |
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