+35.7%
APH vs INVH
-4.7%
+40.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | -1.5% |
| 7D | -2.2% | -3.1% | +0.9% | -2.5% |
| 30D | -4.0% | -7.5% | +3.5% | -4.7% |
| 3M | +7.7% | -6.3% | +14.0% | +6.9% |
| 6M | +17.8% | +9.4% | +8.3% | +14.9% |
| YTD | +19.2% | +1.4% | +17.8% | +17.5% |
| 1Y | +35.7% | -4.1% | +39.8% | +37.3% |
| All | +35.7% | -4.7% | +40.4% | +37.3% |
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 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