+43.5%
KDP vs LUMN
-59.3%
+102.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -5.9% | +11.8% | +5.8% |
| 7D | +5.3% | -6.9% | +12.2% | +5.2% |
| 30D | +19.1% | -20.5% | +39.6% | +18.6% |
| 3M | +19.2% | -33.4% | +52.5% | +18.5% |
| 6M | +29.3% | -52.1% | +81.4% | +28.2% |
| YTD | +35.5% | -42.5% | +78.0% | +33.3% |
| 1Y | +43.5% | -57.6% | +101.1% | +38.5% |
| All | +43.5% | -59.3% | +102.8% | +38.5% |
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