+169.9%
ARMK vs INVH
+79.7%
+90.3%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.7% |
| 7D | +1.7% | -3.1% | +4.8% | +3.5% |
| 30D | +3.1% | -7.1% | +10.2% | +7.3% |
| 3M | +9.2% | -3.0% | +12.2% | +10.7% |
| 6M | +43.7% | +10.1% | +33.6% | +35.1% |
| YTD | +57.4% | +3.8% | +53.5% | +52.5% |
| 1Y | +51.9% | -2.1% | +54.0% | +51.8% |
| 3Y | +125.4% | -7.0% | +132.4% | +126.1% |
| 5Y | +149.1% | -20.6% | +169.7% | +170.4% |
| All | +169.9% | +79.7% | +90.3% | +97.3% |
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