-56.3%
ALK vs INVH
+72.9%
-129.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.2% | -1.9% |
| 7D | -1.2% | -0.9% | -0.3% | -0.6% |
| 30D | +7.7% | +1.2% | +6.5% | +7.1% |
| 3M | -19.0% | -10.4% | -8.6% | -13.1% |
| 6M | -0.2% | -3.6% | +3.4% | +2.2% |
| YTD | -23.5% | -0.1% | -23.4% | -23.6% |
| 1Y | -9.1% | -0.7% | -8.5% | -9.1% |
| 3Y | +12.0% | -4.6% | +16.6% | +13.3% |
| 5Y | -30.9% | -21.7% | -9.2% | -22.3% |
| All | -56.3% | +72.9% | -129.2% | -66.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling