-54.4%
APTV vs INVH
-9.7%
-44.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.3% | -0.3% |
| 7D | -5.0% | -3.0% | -2.0% | -3.8% |
| 30D | -6.1% | -7.5% | +1.5% | -3.0% |
| 3M | -33.0% | -5.5% | -27.5% | -31.6% |
| 6M | -35.2% | +11.7% | -46.9% | -39.3% |
| YTD | -40.1% | +1.3% | -41.5% | -41.3% |
| 1Y | -45.6% | -6.1% | -39.5% | -44.5% |
| 3Y | -54.4% | -9.8% | -44.6% | -49.0% |
| All | -54.4% | -9.7% | -44.7% | -49.0% |
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