+55.9%
AKAM vs INVH
+75.5%
-19.6%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.2% | -1.1% | -2.6% |
| 7D | +0.6% | -3.1% | +3.7% | +1.5% |
| 30D | -8.2% | -7.5% | -0.7% | -6.2% |
| 3M | -17.6% | -6.3% | -11.3% | -16.3% |
| 6M | +2.5% | +9.4% | -6.9% | -1.0% |
| YTD | +22.8% | +1.4% | +21.4% | +21.2% |
| 1Y | +39.6% | -4.1% | +43.7% | +40.0% |
| 3Y | +2.3% | -9.2% | +11.5% | +3.7% |
| 5Y | -4.3% | -19.6% | +15.3% | -0.7% |
| All | +55.9% | +75.5% | -19.6% | +29.3% |
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