+240.6%
AAOI vs INVH
+75.4%
+165.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.0% |
| 7D | -0.2% | -3.0% | +2.8% | +1.2% |
| 30D | -23.7% | -7.5% | -16.2% | -21.3% |
| 3M | -39.0% | -5.5% | -33.5% | -38.1% |
| 6M | -17.0% | +11.7% | -28.8% | -22.8% |
| YTD | +202.2% | +1.3% | +200.9% | +192.2% |
| 1Y | +292.4% | -6.1% | +298.5% | +292.2% |
| 3Y | +804.4% | -9.8% | +814.1% | +825.5% |
| 5Y | +1,318.0% | -19.7% | +1,337.7% | +1,406.7% |
| All | +240.6% | +75.4% | +165.3% | +189.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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