+8.8%
DXCM vs KR
-12.5%
+21.3%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.2% | -2.0% |
| 7D | -3.2% | +1.5% | -4.7% | -3.3% |
| 30D | +6.3% | +4.1% | +2.3% | +6.0% |
| 3M | +21.1% | -5.2% | +26.3% | +20.0% |
| 6M | +20.6% | -12.8% | +33.4% | +18.0% |
| YTD | +32.4% | -4.6% | +37.0% | +27.7% |
| 1Y | +8.8% | -11.7% | +20.5% | +6.7% |
| All | +8.8% | -12.5% | +21.3% | +6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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