-12.4%
KORU vs LUMN
-63.6%
+51.2%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.3% | +5.6% | +5.6% |
| 7D | -35.0% | -18.2% | -16.8% | -18.8% |
| 30D | -65.5% | -32.5% | -33.0% | -49.1% |
| 3M | -58.9% | -32.4% | -26.5% | -40.6% |
| 6M | -83.5% | -59.3% | -24.2% | -60.7% |
| YTD | -23.9% | -48.6% | +24.8% | +57.9% |
| 1Y | -12.4% | -63.5% | +51.1% | +98.5% |
| All | -12.4% | -63.6% | +51.2% | +98.5% |
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