+343.3%
AHR vs INVH
-8.0%
+351.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -2.1% | -3.0% | +0.9% | -0.9% |
| 30D | +1.9% | -7.5% | +9.4% | +5.1% |
| 3M | +15.7% | -5.5% | +21.2% | +18.4% |
| 6M | +2.5% | +11.7% | -9.2% | -1.3% |
| YTD | +15.0% | +1.3% | +13.7% | +14.4% |
| 1Y | +28.1% | -6.1% | +34.2% | +31.7% |
| All | +343.3% | -8.0% | +351.4% | +377.8% |
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