+942.3%
APH vs INVH
+73.1%
+869.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.5% |
| 7D | +0.4% | -2.5% | +2.9% | +1.4% |
| 30D | -8.0% | +0.7% | -8.7% | -8.6% |
| 3M | -5.0% | -8.8% | +3.8% | -1.8% |
| 6M | +29.9% | -5.0% | +35.0% | +31.2% |
| YTD | +18.0% | 0.0% | +17.9% | +15.9% |
| 1Y | +11.3% | -1.9% | +13.2% | +10.2% |
| 3Y | +274.9% | -5.0% | +279.9% | +268.2% |
| 5Y | +300.6% | -21.6% | +322.2% | +325.7% |
| All | +942.3% | +73.1% | +869.2% | +730.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling