+495.7%
AMP vs INVH
+75.4%
+420.3%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.8% |
| 7D | -0.5% | -3.0% | +2.5% | +1.4% |
| 30D | -1.3% | -7.5% | +6.2% | +3.5% |
| 3M | +24.2% | -5.5% | +29.7% | +28.1% |
| 6M | +24.6% | +11.7% | +12.9% | +14.8% |
| YTD | +14.8% | +1.3% | +13.5% | +12.1% |
| 1Y | +12.8% | -6.1% | +18.9% | +15.2% |
| 3Y | +69.0% | -9.8% | +78.7% | +71.8% |
| 5Y | +124.9% | -19.7% | +144.5% | +142.3% |
| All | +495.7% | +75.4% | +420.3% | +289.9% |
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