+86.8%
KRE vs GEHC
+2.8%
+84.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.0% | +1.8% | -0.3% |
| 7D | +2.3% | -5.2% | +7.5% | +4.0% |
| 30D | -2.5% | -7.0% | +4.5% | -0.3% |
| 3M | +6.2% | +3.3% | +2.9% | +4.4% |
| 6M | +15.8% | -10.0% | +25.8% | +18.7% |
| YTD | +16.0% | -18.5% | +34.5% | +22.7% |
| 1Y | +16.2% | -14.4% | +30.6% | +20.3% |
| All | +86.8% | +2.8% | +84.0% | +74.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling