-35.9%
APP vs LUMN
+42.5%
-78.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.0% | +4.3% | +2.7% |
| 7D | +0.9% | +12.1% | -11.2% | -1.9% |
| 30D | -23.3% | +11.3% | -34.6% | -25.3% |
| 3M | -42.6% | -31.6% | -11.0% | -38.1% |
| 6M | -33.6% | -2.7% | -30.9% | -34.4% |
| YTD | -52.4% | -12.9% | -39.6% | -52.0% |
| 1Y | -35.9% | +36.2% | -72.1% | -34.5% |
| All | -35.9% | +42.5% | -78.4% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 LUMN 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