-28.0%
DXCM vs KVUE
-17.7%
-10.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.9% | -2.0% | -3.6% |
| 7D | -6.2% | -1.9% | -4.3% | -6.0% |
| 30D | -0.3% | -3.3% | +3.0% | +0.2% |
| 3M | +10.3% | +6.0% | +4.4% | +9.5% |
| 6M | +24.1% | +2.3% | +21.8% | +23.5% |
| YTD | +27.4% | +10.3% | +17.0% | +25.7% |
| 1Y | +8.4% | +4.6% | +3.8% | +7.4% |
| 3Y | -19.0% | -2.2% | -16.8% | -18.2% |
| All | -28.0% | -17.7% | -10.3% | -27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 all: compounded portfolio wealth divided by compounded KVUE 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…
all analysis · Full analysis span regression · 6 months rolling