+1,952.0%
AXON vs INVH
+80.8%
+1,871.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.2% | -4.0% | -4.1% |
| 7D | -14.2% | -2.9% | -11.3% | -13.0% |
| 30D | -15.4% | -6.9% | -8.5% | -12.6% |
| 3M | +0.5% | -2.7% | +3.2% | +1.7% |
| 6M | -9.5% | +8.2% | -17.7% | -13.0% |
| YTD | -9.2% | +4.5% | -13.7% | -11.5% |
| 1Y | -29.4% | -2.3% | -27.1% | -29.1% |
| 3Y | +139.4% | -7.3% | +146.7% | +141.0% |
| 5Y | +178.9% | -20.5% | +199.4% | +199.7% |
| All | +1,952.0% | +80.8% | +1,871.2% | +1,260.9% |
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