+124.3%
ARMK vs INVH
-9.6%
+134.0%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.4% |
| 7D | -0.9% | -3.1% | +2.2% | +0.1% |
| 30D | -5.9% | -7.5% | +1.5% | -3.7% |
| 3M | +6.7% | -6.3% | +13.0% | +8.7% |
| 6M | +42.5% | +9.4% | +33.1% | +37.4% |
| YTD | +55.1% | +1.4% | +53.7% | +53.2% |
| 1Y | +50.3% | -4.1% | +54.4% | +51.2% |
| All | +124.3% | -9.6% | +134.0% | +143.1% |
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