+10.9%
GEHC vs KEY
+25.2%
-14.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.7% |
| 7D | -2.3% | +1.8% | -4.0% | -3.1% |
| 30D | +19.0% | +7.1% | +11.9% | +15.6% |
| 3M | +13.3% | -5.9% | +19.2% | +16.5% |
| 6M | +31.5% | +2.2% | +29.3% | +28.4% |
| YTD | 0.0% | +6.4% | -6.4% | -6.7% |
| All | +10.9% | +25.2% | -14.3% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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