-38.5%
DXCM vs KWEB
-45.1%
+6.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.1% | +1.1% |
| 7D | -5.8% | -4.3% | -1.5% | -4.9% |
| 30D | -5.6% | -13.0% | +7.4% | -2.7% |
| 3M | +13.0% | -7.6% | +20.6% | +15.0% |
| 6M | +24.7% | -21.1% | +45.8% | +30.9% |
| YTD | +27.3% | -28.2% | +55.6% | +36.5% |
| 1Y | +11.2% | -34.9% | +46.1% | +21.6% |
| 3Y | -19.0% | -0.8% | -18.3% | -21.2% |
| 5Y | -38.5% | -43.6% | +5.1% | -32.7% |
| All | -38.5% | -45.1% | +6.6% | -32.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling