+16.5%
APH vs INVH
-2.8%
+19.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -1.6% |
| 7D | +4.9% | -0.9% | +5.8% | +4.6% |
| 30D | -5.4% | +1.2% | -6.6% | -5.1% |
| 3M | -5.5% | -10.4% | +4.9% | -6.6% |
| 6M | +25.9% | -3.6% | +29.5% | +24.2% |
| YTD | +16.4% | -0.1% | +16.5% | +14.6% |
| 1Y | +16.5% | -0.7% | +17.2% | +15.4% |
| All | +16.5% | -2.8% | +19.3% | +15.4% |
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