+16.6%
DKS vs INVH
-20.2%
+36.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.4% |
| 7D | -2.0% | -3.0% | +1.0% | -0.7% |
| 30D | -32.7% | -7.5% | -25.2% | -30.3% |
| 3M | -38.8% | -5.5% | -33.3% | -37.2% |
| 6M | -29.4% | +11.7% | -41.1% | -33.0% |
| YTD | -30.3% | +1.3% | -31.6% | -31.0% |
| 1Y | -39.6% | -6.1% | -33.5% | -38.1% |
| 3Y | +32.2% | -9.8% | +42.0% | +35.2% |
| All | +16.6% | -20.2% | +36.8% | +27.2% |
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 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