+9.4%
GEHC vs ALK
-7.4%
+16.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.8% | +3.9% | +0.2% |
| 7D | -2.3% | +0.9% | -3.2% | -2.5% |
| 30D | +19.0% | +3.3% | +15.8% | +17.8% |
| 3M | +13.3% | -17.6% | +30.9% | +17.5% |
| 6M | +31.5% | +0.8% | +30.7% | +26.9% |
| YTD | 0.0% | -22.4% | +22.3% | -1.1% |
| 1Y | +9.4% | -10.1% | +19.4% | +1.0% |
| All | +9.4% | -7.4% | +16.7% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 1y: compounded portfolio wealth divided by compounded ALK 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…
1y analysis · Full analysis span regression · 6 months rolling