-89.7%
AMIX vs INVH
+1.5%
-91.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.4% | +9.2% | +8.8% |
| 7D | +11.4% | +1.8% | +9.6% | +11.7% |
| 30D | -40.5% | +1.1% | -41.6% | -40.4% |
| 3M | -80.1% | -8.3% | -71.7% | -80.2% |
| 6M | -74.8% | -3.7% | -71.2% | -75.0% |
| YTD | -84.0% | +0.8% | -84.8% | -83.8% |
| 1Y | -89.7% | +1.0% | -90.7% | -88.6% |
| All | -89.7% | +1.5% | -91.2% | -88.6% |
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