+44.6%
DXCM vs KWEB
-34.1%
+78.7%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +4.5% | +2.2% | +5.0% |
| 7D | +12.5% | +5.8% | +6.8% | +10.3% |
| 30D | +1.8% | -1.0% | +2.8% | +2.0% |
| 3M | +1.8% | -15.8% | +17.6% | +7.2% |
| 6M | +47.4% | -14.9% | +62.3% | +53.2% |
| YTD | +33.3% | -28.6% | +61.9% | +51.5% |
| 1Y | +44.6% | -33.9% | +78.5% | +70.7% |
| All | +44.6% | -34.1% | +78.7% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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