-44.8%
ACHR vs INVH
+13.8%
-58.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.1% | -5.5% | -5.6% |
| 7D | -2.7% | -2.3% | -0.4% | -1.5% |
| 30D | -12.1% | -5.7% | -6.4% | -9.4% |
| 3M | +3.4% | -4.5% | +7.9% | +5.0% |
| 6M | -15.6% | +11.0% | -26.6% | -22.1% |
| YTD | -26.9% | +3.7% | -30.6% | -29.9% |
| 1Y | -34.8% | -2.8% | -31.9% | -35.2% |
| 3Y | -19.2% | -7.1% | -12.1% | -18.6% |
| 5Y | -43.8% | -19.4% | -24.3% | -40.1% |
| All | -44.8% | +13.8% | -58.6% | -44.8% |
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