+1,807.4%
AXON vs INVH
+75.4%
+1,732.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -7.0% | -3.0% | -4.1% | -5.7% |
| 30D | -20.1% | -7.5% | -12.6% | -17.2% |
| 3M | +7.4% | -5.5% | +13.0% | +10.4% |
| 6M | -7.4% | +11.7% | -19.1% | -12.3% |
| YTD | -15.6% | +1.3% | -16.9% | -16.5% |
| 1Y | -36.2% | -6.1% | -30.1% | -34.7% |
| 3Y | +124.8% | -9.8% | +134.6% | +129.2% |
| 5Y | +166.6% | -19.7% | +186.3% | +184.5% |
| All | +1,807.4% | +75.4% | +1,732.1% | +1,183.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling