+1,584.4%
KKR vs DXCM
+2,785.9%
-1,201.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DXCM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | +0.3% |
| 7D | +1.6% | +4.9% | -3.3% | +0.5% |
| 30D | +14.5% | -0.2% | +14.7% | +14.4% |
| 3M | -15.0% | -8.9% | -6.1% | -13.3% |
| 6M | +1.0% | +42.3% | -41.2% | -7.8% |
| YTD | -22.6% | +25.6% | -48.2% | -27.5% |
| 1Y | -18.2% | +39.5% | -57.7% | -25.2% |
| 3Y | +56.4% | -15.3% | +71.7% | +51.5% |
| 5Y | +29.6% | -48.4% | +78.0% | +35.7% |
| 10Y | +671.3% | +411.4% | +259.9% | +373.0% |
| All | +1,584.4% | +2,785.9% | -1,201.5% | +406.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DXCM.
Daily Out/Under-Performance
Portfolio return minus DXCM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DXCM 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 DXCM 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