+43.5%
KDP vs GEHC
+15.6%
+27.9%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +6.4% | -0.5% | +4.8% |
| 7D | +5.3% | +13.2% | -7.9% | +3.3% |
| 30D | +19.1% | +30.6% | -11.5% | +14.4% |
| 3M | +19.2% | +22.2% | -3.0% | +15.4% |
| 6M | +29.3% | +40.8% | -11.6% | +23.6% |
| YTD | +35.5% | +4.8% | +30.7% | +32.0% |
| 1Y | +43.5% | +15.7% | +27.7% | +38.2% |
| All | +43.5% | +15.6% | +27.9% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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