-39.9%
AXON vs INVH
+1.1%
-41.0%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.6% | -1.8% | +0.3% |
| 7D | +0.2% | +3.1% | -2.8% | -1.0% |
| 30D | +3.0% | +5.8% | -2.8% | +0.6% |
| 3M | -30.1% | -8.5% | -21.6% | -27.8% |
| 6M | +7.7% | -1.3% | +9.1% | +8.3% |
| YTD | -25.3% | +2.6% | -27.9% | -25.4% |
| 1Y | -39.9% | +0.7% | -40.6% | -38.5% |
| All | -39.9% | +1.1% | -41.0% | -38.5% |
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