-40.5%
AVAV vs INVH
-4.7%
-35.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.2% | +6.7% | +4.3% |
| 7D | -0.1% | -3.1% | +3.0% | -0.2% |
| 30D | -25.0% | -7.5% | -17.5% | -25.2% |
| 3M | -15.0% | -6.3% | -8.7% | -15.0% |
| 6M | -33.6% | +9.4% | -43.1% | -34.4% |
| YTD | -39.2% | +1.4% | -40.6% | -40.5% |
| 1Y | -40.5% | -4.1% | -36.4% | -43.3% |
| All | -40.5% | -4.7% | -35.8% | -43.3% |
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