+5.7%
BKR vs LUMN
-51.5%
+57.2%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.9% | +3.1% | +1.4% |
| 7D | +3.8% | +2.5% | +1.3% | +3.3% |
| 30D | -10.3% | -10.1% | -0.2% | -9.6% |
| 3M | -21.7% | -36.1% | +14.4% | -19.1% |
| 6M | -23.8% | -56.5% | +32.7% | -19.2% |
| YTD | +10.3% | -47.4% | +57.6% | +13.7% |
| 1Y | +5.7% | -49.6% | +55.3% | +8.8% |
| All | +5.7% | -51.5% | +57.2% | +8.8% |
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