+124.1%
KEY vs INVH
-7.6%
+131.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.1% | -0.2% |
| 7D | -0.3% | -2.3% | +2.0% | +0.9% |
| 30D | -3.3% | -5.7% | +2.4% | -0.4% |
| 3M | -0.7% | -4.5% | +3.7% | +1.3% |
| 6M | +12.5% | +11.0% | +1.6% | +5.6% |
| YTD | +8.4% | +3.7% | +4.7% | +5.3% |
| 1Y | +18.4% | -2.8% | +21.3% | +19.7% |
| All | +124.1% | -7.6% | +131.7% | +130.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling