+180.7%
KDP vs INVH
+80.8%
+99.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | +1.3% | -2.9% | +4.2% | +2.1% |
| 30D | +6.0% | -6.9% | +12.9% | +8.2% |
| 3M | +9.2% | -2.7% | +11.9% | +10.1% |
| 6M | +14.7% | +8.2% | +6.5% | +12.2% |
| YTD | +19.2% | +4.5% | +14.7% | +17.5% |
| 1Y | +15.2% | -2.3% | +17.5% | +15.6% |
| 3Y | +6.0% | -7.3% | +13.2% | +6.9% |
| 5Y | +5.4% | -20.5% | +25.9% | +9.7% |
| All | +180.7% | +80.8% | +99.9% | +147.0% |
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