+170.5%
AXON vs INVH
-20.4%
+190.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -2.9% | -3.0% |
| 7D | -3.3% | -2.3% | -1.1% | -2.5% |
| 30D | -17.8% | -5.7% | -12.1% | -15.9% |
| 3M | +8.3% | -4.5% | +12.8% | +10.3% |
| 6M | -12.4% | +11.0% | -23.3% | -15.9% |
| YTD | -13.7% | +3.7% | -17.4% | -15.1% |
| 1Y | -33.1% | -2.8% | -30.2% | -32.5% |
| 3Y | +128.2% | -7.1% | +135.4% | +128.8% |
| 5Y | +170.5% | -19.4% | +189.9% | +193.4% |
| All | +170.5% | -20.4% | +190.9% | +193.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling