+107.2%
APA vs INVH
+1.1%
+106.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +3.6% | -10.5% | -6.0% |
| 7D | -13.0% | +3.1% | -16.0% | -12.2% |
| 30D | +2.0% | +5.8% | -3.8% | +3.3% |
| 3M | +24.9% | -8.5% | +33.4% | +22.5% |
| 6M | +7.2% | -1.3% | +8.5% | +6.9% |
| YTD | +87.1% | +2.6% | +84.5% | +89.9% |
| 1Y | +107.2% | +0.7% | +106.4% | +103.2% |
| All | +107.2% | +1.1% | +106.1% | +103.2% |
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