-24.5%
KVUE vs LUMN
+205.7%
-230.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | -0.1% |
| 7D | -5.1% | +2.5% | -7.6% | -5.2% |
| 30D | -6.3% | +10.3% | -16.7% | -6.8% |
| 3M | -0.5% | -18.3% | +17.7% | +0.2% |
| 6M | +3.1% | +4.4% | -1.3% | +2.2% |
| YTD | +6.7% | -10.7% | +17.4% | +6.1% |
| 1Y | -1.1% | +14.0% | -15.1% | -3.3% |
| 3Y | -8.7% | +406.6% | -415.3% | -20.9% |
| All | -24.5% | +205.7% | -230.2% | -34.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling