+39.5%
KEY vs INVH
-21.2%
+60.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +1.1% |
| 7D | -1.8% | -3.1% | +1.4% | -0.1% |
| 30D | -3.3% | -7.5% | +4.2% | +0.6% |
| 3M | -0.2% | -6.3% | +6.1% | +2.9% |
| 6M | +12.1% | +9.4% | +2.7% | +6.1% |
| YTD | +8.4% | +1.4% | +7.0% | +6.5% |
| 1Y | +17.6% | -4.1% | +21.7% | +18.9% |
| 3Y | +123.3% | -9.2% | +132.5% | +130.3% |
| 5Y | +39.5% | -19.6% | +59.1% | +51.1% |
| All | +39.5% | -21.2% | +60.7% | +51.1% |
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 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