-54.4%
KMX vs INVH
-20.2%
-34.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.4% |
| 7D | -3.1% | -3.0% | -0.1% | -1.3% |
| 30D | +4.4% | -7.5% | +12.0% | +9.6% |
| 3M | +18.9% | -5.5% | +24.4% | +22.9% |
| 6M | +44.3% | +11.7% | +32.6% | +33.6% |
| YTD | +58.7% | +1.3% | +57.4% | +55.3% |
| 1Y | +0.1% | -6.1% | +6.2% | +3.2% |
| 3Y | -24.4% | -9.8% | -14.7% | -21.2% |
| All | -54.4% | -20.2% | -34.2% | -49.8% |
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