+82.6%
KEY vs INVH
+79.7%
+2.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.4% |
| 7D | +2.7% | -3.1% | +5.9% | +4.7% |
| 30D | -3.2% | -7.1% | +3.9% | +1.1% |
| 3M | +1.0% | -3.0% | +3.9% | +2.5% |
| 6M | +11.9% | +10.1% | +1.8% | +4.5% |
| YTD | +8.7% | +3.8% | +4.9% | +4.8% |
| 1Y | +18.5% | -2.1% | +20.6% | +18.1% |
| 3Y | +124.0% | -7.0% | +131.0% | +128.3% |
| 5Y | +40.8% | -20.6% | +61.4% | +55.3% |
| All | +82.6% | +79.7% | +2.9% | +37.5% |
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