+290.1%
APH vs INVH
-8.0%
+298.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.1% |
| 7D | +0.2% | -3.1% | +3.3% | +0.7% |
| 30D | -3.3% | -7.1% | +3.7% | -2.2% |
| 3M | +14.0% | -3.0% | +17.0% | +14.2% |
| 6M | +24.4% | +10.1% | +14.3% | +20.7% |
| YTD | +21.4% | +3.8% | +17.6% | +19.4% |
| 1Y | +48.9% | -2.1% | +51.0% | +48.8% |
| 3Y | +290.1% | -7.0% | +297.1% | +292.6% |
| All | +290.1% | -8.0% | +298.2% | +292.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling