-40.4%
APTV vs INVH
-2.4%
-38.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.2% | +3.3% | +3.1% |
| 7D | +4.8% | -2.9% | +7.7% | +5.1% |
| 30D | +2.0% | -6.9% | +8.9% | +2.7% |
| 3M | -34.2% | -2.7% | -31.5% | -34.2% |
| 6M | -34.7% | +8.2% | -42.9% | -36.5% |
| YTD | -37.0% | +4.5% | -41.4% | -38.3% |
| 1Y | -40.4% | -2.3% | -38.1% | -39.2% |
| All | -40.4% | -2.4% | -38.0% | -39.2% |
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