-6.9%
GEHC vs KEYS
+98.0%
-104.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.7% | -1.3% |
| 7D | -4.0% | +2.3% | -6.3% | -4.1% |
| 30D | -2.0% | -2.6% | +0.7% | -2.0% |
| 3M | +8.0% | -4.6% | +12.6% | +8.0% |
| 6M | -12.8% | +8.7% | -21.5% | -15.4% |
| YTD | -15.9% | +61.0% | -77.0% | -25.4% |
| 1Y | -6.9% | +96.0% | -102.9% | -23.2% |
| All | -6.9% | +98.0% | -104.9% | -23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 KEYS 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