+101.4%
APA vs INVH
-4.3%
+105.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | +4.6% | -3.0% | +7.6% | +4.0% |
| 30D | +11.9% | -7.5% | +19.4% | +10.3% |
| 3M | +22.5% | -5.5% | +28.0% | +21.1% |
| 6M | +37.5% | +11.7% | +25.8% | +38.8% |
| YTD | +87.2% | +1.3% | +85.8% | +88.5% |
| 1Y | +101.4% | -6.1% | +107.5% | +99.8% |
| All | +101.4% | -4.3% | +105.7% | +99.8% |
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