+459.1%
AVAV vs INVH
+80.8%
+378.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.7% |
| 7D | -2.2% | -2.9% | +0.7% | -1.1% |
| 30D | -13.9% | -6.9% | -7.0% | -11.6% |
| 3M | -29.2% | -2.7% | -26.5% | -28.8% |
| 6M | -36.1% | +8.2% | -44.3% | -38.5% |
| YTD | -40.2% | +4.5% | -44.7% | -41.7% |
| 1Y | -36.2% | -2.3% | -33.9% | -36.4% |
| 3Y | +47.5% | -7.3% | +54.8% | +47.9% |
| 5Y | +39.3% | -20.5% | +59.8% | +46.7% |
| All | +459.1% | +80.8% | +378.4% | +293.1% |
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 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