+354.3%
AVAV vs INVH
+72.9%
+281.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.5% | -3.0% |
| 7D | +4.2% | -0.9% | +5.1% | +4.6% |
| 30D | -2.6% | +1.2% | -3.7% | -3.3% |
| 3M | -38.0% | -10.4% | -27.6% | -35.5% |
| 6M | -27.0% | -3.6% | -23.4% | -26.5% |
| YTD | -51.4% | -0.1% | -51.3% | -52.0% |
| 1Y | -60.2% | -0.7% | -59.6% | -60.7% |
| 3Y | -6.7% | -4.6% | -2.1% | -8.0% |
| 5Y | +28.3% | -21.7% | +50.0% | +35.5% |
| All | +354.3% | +72.9% | +281.4% | +224.0% |
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