-69.0%
AVAV vs INVH
+1.1%
-70.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +3.6% | -12.0% | -8.4% |
| 7D | -10.1% | +3.1% | -13.2% | -10.1% |
| 30D | -18.7% | +5.8% | -24.5% | -18.9% |
| 3M | -33.0% | -8.5% | -24.5% | -32.2% |
| 6M | -37.2% | -1.3% | -35.8% | -37.6% |
| YTD | -53.2% | +2.6% | -55.8% | -54.6% |
| 1Y | -69.0% | +0.7% | -69.7% | -67.3% |
| All | -69.0% | +1.1% | -70.1% | -67.3% |
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 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