+352.5%
APH vs INVH
-20.4%
+373.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | +1.6% | -2.3% | +3.9% | +2.4% |
| 30D | -3.0% | -5.7% | +2.7% | -1.2% |
| 3M | +5.7% | -4.5% | +10.2% | +6.9% |
| 6M | +20.0% | +11.0% | +9.0% | +14.3% |
| YTD | +20.8% | +3.7% | +17.1% | +17.8% |
| 1Y | +40.2% | -2.8% | +43.1% | +40.2% |
| 3Y | +288.1% | -7.1% | +295.2% | +287.5% |
| 5Y | +352.5% | -19.4% | +372.0% | +389.9% |
| All | +352.5% | -20.4% | +373.0% | +389.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling