+1.6%
INVH vs TKO
+5.2%
-3.6%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.4% | +0.3% | +3.2% |
| 7D | +3.1% | +11.3% | -8.2% | +1.5% |
| 30D | +5.8% | +9.3% | -3.5% | +4.4% |
| 3M | -8.5% | +5.3% | -13.8% | -9.2% |
| 6M | -1.3% | +4.9% | -6.2% | -2.3% |
| YTD | +2.6% | -6.3% | +8.9% | +2.8% |
| All | +1.6% | +5.2% | -3.6% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TKO.
Daily Out/Under-Performance
Portfolio return minus TKO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TKO 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 1y: compounded portfolio wealth divided by compounded TKO 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…
1y analysis · Full analysis span regression · 6 months rolling