+39.2%
BKR vs LUMN
+42.5%
-3.3%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.8% | -0.1% |
| 7D | +1.7% | +12.1% | -10.3% | +0.8% |
| 30D | +3.3% | +11.3% | -8.0% | +2.4% |
| 3M | -3.6% | -31.6% | +28.0% | -1.2% |
| 6M | +5.0% | -2.7% | +7.8% | +4.7% |
| YTD | +40.9% | -12.9% | +53.8% | +40.2% |
| 1Y | +39.2% | +36.2% | +3.0% | +38.8% |
| All | +39.2% | +42.5% | -3.3% | +38.8% |
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