+1,636.4%
KKR vs LUMN
-46.3%
+1,682.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | -0.1% |
| 7D | -6.2% | +2.5% | -8.7% | -6.6% |
| 30D | -8.9% | +10.3% | -19.2% | -10.4% |
| 3M | +6.3% | -18.3% | +24.5% | +9.2% |
| 6M | +16.5% | +4.4% | +12.1% | +13.8% |
| YTD | -20.3% | -10.7% | -9.6% | -21.1% |
| 1Y | -29.8% | +14.0% | -43.7% | -34.8% |
| 3Y | +63.2% | +406.6% | -343.4% | -7.3% |
| 5Y | +68.0% | -36.8% | +104.8% | +61.2% |
| 10Y | +704.3% | -56.2% | +760.5% | +657.3% |
| All | +1,636.4% | -46.3% | +1,682.8% | +1,008.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling