-13.6%
KHC vs INVH
-20.2%
+6.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +0.9% | +0.9% |
| 7D | -1.0% | -3.0% | +2.0% | -0.2% |
| 30D | +1.9% | -7.5% | +9.4% | +4.2% |
| 3M | +3.2% | -5.5% | +8.7% | +5.0% |
| 6M | +10.0% | +11.7% | -1.7% | +7.0% |
| YTD | +6.7% | +1.3% | +5.4% | +6.3% |
| 1Y | -0.9% | -6.1% | +5.2% | +0.7% |
| 3Y | -13.6% | -9.8% | -3.8% | -11.8% |
| All | -13.6% | -20.2% | +6.6% | -11.7% |
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