+743.4%
AXTI vs INVH
-20.2%
+763.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +5.1% | -3.0% | +8.1% | +6.0% |
| 30D | -17.5% | -7.5% | -9.9% | -15.8% |
| 3M | -26.7% | -5.5% | -21.2% | -26.3% |
| 6M | +36.8% | +11.7% | +25.1% | +26.5% |
| YTD | +296.1% | +1.3% | +294.8% | +278.5% |
| 1Y | +1,810.6% | -6.1% | +1,816.7% | +1,797.2% |
| 3Y | +2,587.6% | -9.8% | +2,597.3% | +2,619.4% |
| All | +743.4% | -20.2% | +763.5% | +830.8% |
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