+482.2%
KORU vs LUMN
+42.5%
+439.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.0% | +15.5% | +15.0% |
| 7D | +13.0% | +12.1% | +0.9% | +2.7% |
| 30D | +27.3% | +11.3% | +15.9% | +16.6% |
| 3M | -55.3% | -31.6% | -23.7% | -36.8% |
| 6M | +11.6% | -2.7% | +14.3% | +33.1% |
| YTD | +158.5% | -12.9% | +171.4% | +215.0% |
| 1Y | +482.2% | +36.2% | +445.9% | +561.5% |
| All | +482.2% | +42.5% | +439.6% | +561.5% |
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