-92.1%
AAOX vs INVH
+16.0%
-108.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | +3.6% | -18.6% | -4.9% |
| 7D | -50.3% | +3.1% | -53.3% | -44.9% |
| 30D | -79.8% | +5.8% | -85.6% | -75.3% |
| 3M | -85.9% | -8.5% | -77.4% | -87.6% |
| 6M | -95.7% | -1.3% | -94.3% | -95.2% |
| All | -92.1% | +16.0% | -108.1% | -93.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling