+11.2%
DXCM vs KWEB
-35.4%
+46.6%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.1% | +1.2% |
| 7D | -5.8% | -4.3% | -1.5% | -4.5% |
| 30D | -5.6% | -13.0% | +7.4% | -1.5% |
| 3M | +13.0% | -7.6% | +20.6% | +15.9% |
| 6M | +24.7% | -21.1% | +45.8% | +33.8% |
| YTD | +27.3% | -28.2% | +55.6% | +42.4% |
| All | +11.2% | -35.4% | +46.6% | +29.2% |
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